Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersJavier RuizNPSNY Naspers Ltd. Communication ServicesInternet Content & Information Bull New York Stock Exchangebuybacks, capital allocation, discount, holding company, Sentiment
Jan 14, 2026Fund LettersJavier RuizAER AerCap Holdings N.V. IndustrialsAsset Management & Custody Banks Bull New York Stock ExchangeAircraftleasing, Assetvalue, buybacks, capital allocation, undervaluation
Jan 14, 2026Twitter / X@InvestSpecialHAYPP Haypp Group AB (publ) TobaccoTobacco Bull NASDAQ Stockholmcashflow, consumer, Distribution, ecommerce, Nicotine, Pouches, Recurring, Regulation, SEO, Sweden
Jan 14, 2026Fund LettersJohn KhabbazINTR Inter & Co., Inc. FinancialsDiversified Financial Services Bull NASDAQBrazil, digital banking, Fintech, platform, ROE
Jan 14, 2026Fund LettersThomas KüpferTCEHY Tencent Holdings Ltd Communication ServicesInteractive Media & Services Bull New York Stock Exchangecashflow, China Tech, Gaming, Platforms, Regulation
Jan 14, 2026Fund LettersThomas KüpferNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, data centers, Gpu, inference, semiconductors
Jan 14, 2026Fund LettersThomas KüpferORCL Oracle Corp. Information TechnologyApplication Software Bull New York Stock ExchangeAI infrastructure, CapEx, cloud, Enterprise software, valuation
Jan 14, 2026Fund LettersThomas KüpferFTNT Fortinet Inc. Information TechnologyCybersecurity Bull NASDAQconsolidation, cybersecurity, SMB, switching costs, valuation
Jan 14, 2026Fund LettersThomas KüpferAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Asic, hyperscalers, Networking, semiconductors
Jan 14, 2026Fund LettersThomas KüpferBABA Alibaba Group Holding Ltd Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecapital returns, China, cloud, ecommerce, Regulation
Jan 14, 2026Fund LettersThomas KüpferSTMN SW Straumann Holding AG Health CareMedical Devices Bull Swiss ExchangeDemographics, Dental-Implants, Margins, Medical devices, Moats
Jan 14, 2026Fund LettersThomas KüpferSIKA SW Sika AG MaterialsConstruction Chemicals Bull Swiss ExchangeAcquisitions, Construction-Chemicals, Pricing power, ROIC, Sustainability
Jan 14, 2026Fund LettersThomas KüpferCSU Constellation Software Inc. Information TechnologyApplication Software Bull New York Stock Exchangecapital allocation, compounding, Free Cash Flow, Moats, vertical software
Jan 14, 2026Fund LettersThomas KüpferAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Asic, data centers, Networking, semiconductors
Jan 14, 2026Fund LettersThomas KüpferNOW ServiceNow Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Automation, Enterprise software, Stickiness, Workflow
Jan 14, 2026Fund LettersThomas KüpferDGE LN Diageo plc Consumer StaplesDistillers & Vintners Bull New York Stock Exchangebrands, Cycle, premiumization, Spirits, valuation
Jan 14, 2026Fund LettersThomas KüpferMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, balance sheet, cloud, Enterprise software
Jan 14, 2026Fund LettersThomas KüpferAMAT Applied Materials Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, CapEx, Margins, semiconductor equipment, Wafers
Jan 14, 2026Fund LettersKen SquireWEX WEX Inc. Information TechnologyTransaction & Payment Processing Services Bull New York Stock ExchangeActivism, Governance, Margins, Payments, spinoff
Jan 14, 2026Fund LettersKen SquireFUN Six Flags Entertainment Corporation Consumer DiscretionaryLeisure Facilities Bull New York Stock ExchangeActivism, Leisure, Operations, Real Estate, turnaround

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