Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, Assetvalue, Avocados, Longcycle, Supply
Jan 14, 2026Fund LettersAdam PeckLOPE Grand Canyon Education, Inc. Consumer DiscretionaryEducation Services Bull NASDAQcompounder, Education, Enrollment, Regulation, ROIC
Jan 14, 2026Fund LettersAdam PeckLEU Centrus Energy Corp. EnergyNuclear Fuel Bull New York Stock ExchangeContracts, energysecurity, Enrichment, Nuclear, Policy
Jan 14, 2026Fund LettersAdam PeckCNX CNX Resources Corporation EnergyOil & Gas Exploration & Production Bull New York Stock Exchangebuybacks, energy, Freecashflow, Naturalgas, Volumes
Jan 14, 2026Fund LettersAdam PeckPLOW Douglas Dynamics, Inc. IndustrialsCommercial Services & Supplies Bull New York Stock ExchangeCyclicality, Industrials, Margins, Replacement, Weather
Jan 14, 2026Fund LettersAdam PeckNGS Natural Gas Services Group, Inc. EnergyOil & Gas Equipment & Services Bull New York Stock ExchangeCompression, Contracts, Energyservices, Margins, Naturalgas
Jan 14, 2026Fund LettersAdam PeckLMNR Limoneira Company Consumer StaplesAgricultural Products Bull NASDAQagriculture, Assetvalue, Avocados, Longcycle, Supply
Jan 14, 2026Fund LettersAdam PeckAVD American Vanguard Corporation MaterialsAgricultural Chemicals Bull New York Stock Exchangeagriculture, EBITDA, Inventory, Margins, turnaround
Jan 14, 2026Fund LettersAdam PeckIRMD IRadimed Corporation Health CareHealth Care Equipment Bull NASDAQFDA, growth, Medtech, Mri, ROIC
Jan 14, 2026Fund LettersMarcus BurnsPAYC Paycom Software, Inc. Information TechnologyHuman Capital Management Software Bear New York Stock ExchangeHCM, Jobs, Payroll, Software, valuation
Jan 14, 2026Fund LettersMarcus BurnsJKHY Jack Henry & Associates, Inc. Information TechnologyApplication Software Bull NASDAQbanking, cloud, Moat, Recurring, Software
Jan 14, 2026Fund LettersDavid A. RolfeTSCO Tractor Supply Company Consumer DiscretionarySpecialty Retail Bull NASDAQLoyalty, Margins, recovery, retail, Rural
Jan 14, 2026Fund LettersDavid A. RolfeURI United Rentals Inc. IndustrialsTrading Companies & Distributors Bull New York Stock Exchangeconstruction, Cyclicality, infrastructure, Rentals, scale
Jan 14, 2026Fund LettersDavid A. RolfeMSI Motorola Solutions Inc. Information TechnologyCommunications Equipment Bull New York Stock ExchangeCommunications, growth, Public safety, Software, valuation
Jan 14, 2026Fund LettersDavid A. RolfeMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Data, Engagement, social media
Jan 14, 2026Fund LettersDavid A. RolfeEW Edwards Lifesciences Corp. Health CareHealth Care Equipment Bull New York Stock ExchangeCardiology, growth, innovation, Margins, Medical devices
Jan 14, 2026Fund LettersDavid A. RolfeODFL Old Dominion Freight Line, Inc. IndustrialsCargo Ground Transportation Bull NASDAQCyclicality, efficiency, Freight, Logistics, Pricing
Jan 14, 2026Fund LettersDavid A. RolfeAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQEcosystem, Hardware, Margins, services, Upgrades
Jan 14, 2026Fund LettersDavid A. RolfeTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, HPC, Pricing, semiconductors
Jan 14, 2026Fund LettersDavid A. RolfeGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, scale, Search

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