Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 3, 2026Fund LettersMathias SaggauVINO LN Virgin Wines UK plc Consumer StaplesDistillers & Vintners Bull New York Stock Exchangeecommerce, operating leverage, recurring revenue, Subscription, valuation
Feb 3, 2026Fund LettersShilpa Marda MehraIDXX IDEXX Laboratories Inc Health CareHealth Care Equipment Neutral NASDAQCompetition, diagnostics, growth, Sustainability, valuation
Feb 3, 2026Fund LettersShilpa Marda MehraAXON Axon Enterprise Inc IndustrialsAerospace & Defense Neutral NASDAQAI, law enforcement, Margins, Software, Volatility
Feb 3, 2026Fund LettersShilpa Marda MehraLITE Lumentum Holdings Inc Information TechnologyCommunications Equipment Bull NASDAQAI, cloud, data centers, Networking, Photonics
Feb 3, 2026Fund LettersShilpa Marda MehraATI ATI Inc IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, Defense, earnings, growth, Margins
Feb 3, 2026Fund LettersShilpa Marda MehraCOHR Coherent Corp Information TechnologyElectronic Components Bull NASDAQAI, CapEx, Margins, Optics, semiconductors
Feb 3, 2026Fund LettersBob RobottiTDW Tidewater Inc. EnergyOil & Gas Equipment & Services Bull New York Stock Exchangebuybacks, consolidation, Cyclicality, Free Cash Flow, Supply
Feb 3, 2026Fund LettersHarris "Kuppy" KuppermanMRX Marex Group plc FinancialsInvestment Banking & Brokerage Bull NASDAQBrokerage, consolidation, Derivatives, Hedging, Volatility
Feb 3, 2026Fund LettersHarris "Kuppy" KuppermanJOE St. Joe Company Real EstateReal Estate Operating Companies Bull New York Stock ExchangeAFFO, inflation, land, migration, Rea lestate
Feb 3, 2026Fund LettersJoost van der MandeleJXN Jackson Financial Inc. FinancialsLife & Health Insurance Bull New York Stock ExchangeAnnuities, Insurance, Margins, Partnerships, valuation
Feb 3, 2026Fund LettersJoost van der MandeleGRVY Gravity Co., Ltd. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeActivism, cashflow, dividends, Gaming, Governance
Feb 3, 2026Fund LettersJoost van der Mandele000660 KS SK Hynix Inc. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Memory, Pricing power, semiconductors, Shortages
Feb 3, 2026Fund LettersJoost van der MandeleXLY CN Auxly Cannabis Group Inc. Consumer StaplesTobacco Bull New York Stock ExchangeBranding, Cannabis, consolidation, profitability, valuation
Feb 3, 2026Fund LettersDerek PileckiTFSL TFS Financial Corporation FinancialsThrifts & Mortgage Finance Bull NASDAQEarnings-recovery, Mutual Holding Company, net interest margin, share repurchases, tangible book value, yield curve
Feb 3, 2026SubstackRijnberk Invest InsightsNOW ServiceNow TechnologyEnterprise Software Bull New York Stock ExchangeAI Orchestration, customer retention, cybersecurity, Enterprise software, Free Cash Flow, high switching costs, M&A activity, Platform Innovation, Revenue Growth, valuation discount
Feb 2, 2026Fund LettersGregory See5LY SI Marco Polo Marine Ltd IndustrialsMarine Transportation Bull New York Stock ExchangeCyclicals, Governance, offshorewind, rerating, shipyard, transformation
Feb 2, 2026Fund LettersGregory SeeKKR KKR & Co. Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, AUM, compounding, Fees, Private Credit, valuation
Feb 2, 2026Fund LettersGregory SeeAPO Apollo Global Management Inc. FinancialsAsset Management & Custody Banks Bull New York Stock ExchangeAlternatives, AUM, Credit, Fees, private equity, valuation
Feb 2, 2026Fund LettersGregory SeeTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, ROE, semiconductors
Feb 2, 2026Fund LettersJonathan CukierwarDBO CN D-BOX Technologies Inc. Information TechnologySpecialty Hardware Bull New York Stock ExchangeAsymmetry, Conviction, entertainment, Haptics, microcap

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