Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersRoss GlotzbachANGI Angi Inc. Communication ServicesInteractive Media & Services Bull NASDAQExecution, marketplace, turnaround, valuation
Jan 14, 2026Fund LettersDavid SteinthalICE Intercontinental Exchange, Inc. FinancialsFinancial Exchanges & Data Bull New York Stock ExchangeClearing, Data, Exchanges, Networks, Regulation
Jan 14, 2026Fund LettersDavid SteinthalLSEG LN London Stock Exchange Group plc FinancialsFinancial Exchanges & Data Bull New York Stock Exchangeanalytics, Data, Exchanges, infrastructure, Recurring
Jan 14, 2026Fund LettersDavid SteinthalINTU Intuit Inc. Information TechnologyApplication Software Bull NASDAQAI, Ecosystems, Financialsoftware, Margins, valuation
Jan 14, 2026Fund LettersDaniel BarkerAI C3.ai, Inc. Information TechnologyApplication Software Bear New York Stock ExchangeArtificialintelligence, Shortselling, Software, valuation
Jan 14, 2026Fund LettersDaniel BarkerQURE UniQure N.V. Health CareBiotechnology Bear NASDAQBiotech, Clinicalrisk, Genetherapy, Volatility
Jan 14, 2026Fund LettersDaniel BarkerCELC Celcuity Inc. Health CareBiotechnology Bull NASDAQbiotechnology, Clinicaltrials, healthcare, Oncology
Jan 14, 2026Fund LettersAdam PeckMRX Marex Group PLC FinancialsCapital Markets Bear New York Stock ExchangeCapitalmarkets, Sentiment, Shortinterest, valuation, Volatility
Jan 14, 2026Fund LettersAdam PeckCNK Cinemark Holdings, Inc. Communication ServicesMovies & Entertainment Bear New York Stock ExchangeBoxoffice, disruption, Risk, Streaming, Theaters
Jan 14, 2026Fund LettersAdam PeckADEA Adeia Inc. Information TechnologySemiconductor IP Bull NASDAQHybridbonding, Ip, Licensing, royalties, semiconductors
Jan 14, 2026Fund LettersAdam PeckSNV Synovus Financial Corp. FinancialsRegional Banks Bull New York Stock ExchangeAccretion, banking, merger, rerating, valuation
Jan 14, 2026Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, Assetvalue, land, restructuring, Water
Jan 14, 2026Fund LettersAdam PeckLOPE Grand Canyon Education, Inc. Consumer DiscretionaryEducation Services Bull NASDAQcompounder, Education, Enrollment, Regulation, ROIC
Jan 14, 2026Fund LettersAdam PeckCIEN Ciena Corporation Information TechnologyCommunications Equipment Bull New York Stock ExchangeAI, backlog, datacenters, Networking, Optical
Jan 14, 2026Fund LettersAdam PeckHAE Haemonetics Corporation Health CareHealth Care Equipment Bull New York Stock Exchangegrowth, Hospitals, Medicaldevices, Plasma, recovery
Jan 14, 2026Fund LettersAdam PeckWRBY Warby Parker Inc. Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeEyewear, Margins, Omnichannel, retail, ROIC
Jan 14, 2026Fund LettersAdam PeckADEA Adeia Inc. Information TechnologySemiconductor IP Bull NASDAQIp, Licensing, litigation, royalties, semiconductors
Jan 14, 2026Fund LettersAdam PeckNPKI NPK International Inc. IndustrialsCommercial Services & Supplies Bull NASDAQElectrification, Freecashflow, infrastructure, Margins, Mats
Jan 14, 2026Fund LettersAdam PeckKGS Kodiak Gas Services, Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCompression, Contracts, Freecashflow, infrastructure, Naturalgas
Jan 14, 2026Fund LettersAdam PeckBHST BioHarvest Sciences Inc. Health CareBiotechnology Bull NASDAQbiotechnology, growth, Nutraceuticals, platform, Sustainability

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