Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 31, 2026Fund LettersBrian YacktmanTDG TransDigm Group Inc. IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, aftermarket, annuity, Monopoly, Pricing power
Jan 31, 2026SubstackRijnberk Invest InsightsNFLX Netflix, Inc. EntertainmentBroadcasting & Cable TV Bull Nasdaq Stock MarketAd revenue, Competitive Advantage, content library, Financial results, industry consolidation, investment opportunity, market position, Streaming, Subscriber Growth, Warner Bros. acquisition
Jan 30, 2026Twitter / X@itschrisrayONDS Ondas Holdings Inc. IndustrialsDefense Electronics Bull NASDAQAutonomousSystems, CommandAndControl, CounterUAS, DefenseSoftware, DroneDefense, ISR, robotics
Jan 30, 2026Twitter / X@weary_centurionPYPL PayPal Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQbuybacks, Costcutting, DigitalWallets, Fintech, Payments, Venmo
Jan 30, 2026Twitter / X@itschrisrayONDS Ondas Inc. IndustrialsAerospace & Defense Bull NASDAQAirshow, Autonomy, C2, CounterUAS, Defense, Drones, ISR, robotics, Security, Singapore
Jan 30, 2026Twitter / X@crux_capital_LASR nLight, Inc. Information TechnologyElectronic Manufacturing Services Bull NASDAQCounterDrone, DefenseManufacturing, DirectedEnergy, HypersonicDefense, Lasers, MissileDefense, Spaceforce
Jan 30, 2026Twitter / X@Heady_CreekDECK Deckers Outdoor Corporation Consumer DiscretionaryFootwear Bull NYSEathleisure, ChannelInventory, Footwear, GrossMargins, Promotions, Running, Sneakers, Surveys, valuation
Jan 30, 2026Fund LettersAndrew FlatteryCEF Sprott Physical Gold and Silver Trust FinancialsAsset Management Bull New York Stock Exchangediversification, Gold, Hedging, inflation, Silver
Jan 30, 2026Fund LettersAndrew FlatteryHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, compounder, Defense, Margins
Jan 30, 2026Fund LettersAndrew FlatteryASTS AST SpaceMobile, Inc. Communication ServicesWireless Telecommunications Bull NASDAQinfrastructure, Optionality, Satellites, Space, Telecom
Jan 30, 2026Fund LettersAndrew FlatteryMSTR Strategy Inc. (formerly MicroStrategy, Inc.) Information TechnologyApplication Software Bull NASDAQBitcoin, Capital markets, Digital Gold, leverage, Volatility
Jan 30, 2026Fund LettersAdib Motiwala4832 JP JFE Systems, Inc. Information TechnologyIT Services Bull New York Stock Exchangecash generation, Governance, Itservices, rerating, subsidiaries
Jan 30, 2026Fund LettersAdib Motiwala9658 JP Business Brain Showa-Ota Inc. Information TechnologyIT Consulting & BPO Bull New York Stock Exchangebuybacks, Consulting, Governance, Margins, recurring revenue
Jan 30, 2026Fund LettersAdib Motiwala4746 JP Ryoyu Systems Co., Ltd. Information TechnologyIT Services Bull New York Stock Exchangecashflow, dividends, Governance, Itservices, rerating
Jan 30, 2026Fund LettersAlexAMRZ Amrize Ltd MaterialsConstruction Materials Bull New York Stock ExchangeBuilding materials, Housing, Insiders, turnaround, valuation
Jan 30, 2026Fund LettersAlexHOLN SW Holcim AG MaterialsConstruction Materials Bull Swiss ExchangeCement, infrastructure, Margins, materials, spin-off
Jan 30, 2026Fund LettersAlexNU Nu Holdings Ltd. FinancialsDigital Banks Bull New York Stock Exchangebanking, Fintech, growth, Latin America, valuation
Jan 30, 2026Fund LettersAlexONON On Holding AG Consumer DiscretionaryFootwear Bull New York Stock ExchangeApparel, Branding, consumer, growth, Pricing power
Jan 30, 2026Fund LettersAlexBRK.B Berkshire Hathaway Inc. FinancialsMulti-Sector Holdings Bull New York Stock Exchangecapital allocation, conglomerate, Governance, Insurance, Optionality
Jan 30, 2026Fund LettersAlexTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors

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