Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersKen SquireITGR Integer Holdings Corporation Health CareMedical Devices Bull New York Stock ExchangeActivism, CDMO, Medical devices, Takeout, valuation
Jan 14, 2026Fund LettersKen Squire9503 JP The Kansai Electric Power Company UtilitiesElectric Utilities Bull New York Stock ExchangeActivism, capital returns, Nuclear, Real Estate, utilities
Jan 14, 2026Fund LettersKen Squire6361 JP Ebara Corporation IndustrialsSemiconductor Equipment Bull New York Stock ExchangeActivism, capital allocation, Cmp, Margins, semiconductors
Jan 14, 2026Fund LettersAdam PeckITGR Integer Holdings Corporation Health CareMedical Devices Bear New York Stock ExchangeExecution, guidance, Medtech, visibility
Jan 14, 2026Fund LettersAdam PeckHSTM HealthStream, Inc. Health CareHealth Care Technology Bear NASDAQCommercialization, Execution, healthcare, Software
Jan 14, 2026Fund LettersDavid A. RolfePYPL PayPal Holdings Inc. FinancialsTransaction & Payment Processing Services Bear NASDAQCompetition, Execution, Margins, Payments, Volumes
Jan 14, 2026Fund LettersJoe Bauernfreund8929 JP Aoyama Zaisan Networks Company, Limited Real EstateReal Estate Services Bear New York Stock Exchangeassets, Delays, guidance, realestate
Jan 14, 2026Fund LettersKayode O. AjeTECN SW Tecan Group AG Health CareLife Sciences Tools & Services Bear Swiss ExchangeAutomation, Cyclicality, durability, instruments, lifesciences
Jan 14, 2026Fund LettersKayode O. AjeAUTO NO AutoStore Holdings Ltd. IndustrialsIndustrial Machinery Bear Oslo BørsAutomation, backlog, Competition, durability, Warehouses
Jan 14, 2026Fund LettersCassandra A. HardmanOLED Universal Display Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQDemand, Displays, Intellectualproperty, materials, OLED
Jan 14, 2026Fund LettersCassandra A. HardmanAEIS Advanced Energy Industries, Inc. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI, Computing, datacenters, infrastructure, Power
Jan 14, 2026Fund LettersCassandra A. HardmanILMN Illumina, Inc. Health CareLife Sciences Tools & Services Bull NASDAQFunding, Genomics, marketshare, research, Sequencing
Jan 14, 2026Fund LettersCassandra A. HardmanALB Albemarle Corporation MaterialsSpecialty Chemicals Bull New York Stock ExchangeBatteries, energy, EVs, Lithium, Pricing
Jan 14, 2026Fund LettersCassandra A. HardmanVRTX Vertex Pharmaceuticals Incorporated Health CareBiotechnology Bear NASDAQBiotech, Catalysts, growth, pipeline, Pricing
Jan 14, 2026Fund LettersCassandra A. HardmanTMUS T-Mobile US, Inc. Communication ServicesWireless Telecommunication Services Bear NASDAQCapEx, cashflow, Churn, Competition, Wireless
Jan 14, 2026Fund LettersCassandra A. HardmanCTVA Corteva, Inc. MaterialsFertilizers & Agricultural Chemicals Bear New York Stock Exchangeagriculture, Chemicals, Cycle, Seeds, valuation
Jan 14, 2026Fund LettersRoss GlotzbachAVTR Avantor, Inc. Health CareLife Sciences Tools & Services Bear New York Stock ExchangeExecution, guidance, lifesciences, turnaround
Jan 14, 2026Fund LettersRoss GlotzbachBIO Bio-Rad Laboratories, Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangebuybacks, Freecashflow, lifesciences, research
Jan 14, 2026Fund LettersRoss GlotzbachANGI Angi Inc. Communication ServicesInteractive Media & Services Bull NASDAQmarketplace, turnaround, valuation
Jan 14, 2026Fund LettersRoss GlotzbachMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeAssetrecycling, buybacks, cashflow, Gaming, Vegas

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