Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 30, 2026Fund LettersAlexGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Optionality, Platforms, semiconductors
Jan 30, 2026Fund LettersKris KelleyMNR Mach Natural Resources LP EnergyOil & Gas Exploration & Production Bull New York Stock Exchangecapital allocation, cashflow, dividends, energy, Pdp
Jan 30, 2026Fund LettersDavid PolanskyBROS Dutch Bros Inc. Consumer DiscretionaryRestaurants Bull New York Stock Exchangecash flow, Culture, expansion, Restaurants, Unit economics
Jan 30, 2026Fund LettersDavid PolanskyMAMA Mama’s Creations Inc. Consumer StaplesPackaged Foods Bull NASDAQDistribution, Free Cash Flow, Margins, Prepared foods, retail expansion
Jan 30, 2026Fund LettersDavid PolanskyPAR Par Technology Corp. Information TechnologyApplication Software Bull New York Stock ExchangeARR, mispricing, operating leverage, Point of Sale, restaurant software
Jan 30, 2026Fund LettersJacob MitchellBMRI IJ Bank Mandiri Persero Tbk FinancialsBanks Bull New York Stock Exchangebanking, dividends, Emerging markets, Rates, valuation
Jan 30, 2026Fund LettersJacob Mitchell005380 KS Hyundai Motor Co. Ltd. Consumer DiscretionaryAutomobiles Bull New York Stock ExchangeAutos, Electrification, Hybrids, market share, valuation
Jan 30, 2026Fund LettersJacob MitchellHON Honeywell International Inc. IndustrialsIndustrial Conglomerates Bull New York Stock ExchangeCapEx, Industrial automation, Margins, Portfolio simplification, Spin-offs
Jan 30, 2026Fund LettersJacob MitchellIWG LN International Workplace Group PLC Real EstateOffice REITs & Services Bull New York Stock Exchangeasset-light, Coworking, Flexible Office, Hybrid work, Real Estate
Jan 30, 2026Fund LettersJacob MitchellCRM Salesforce Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI agents, CRM, Enterprise software, productivity, valuation
Jan 30, 2026Fund LettersJacob MitchellMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Engagement, monetization, social media
Jan 30, 2026Fund LettersJacob MitchellAMZN Amazon.com Inc. Consumer DiscretionaryInternet Retail Bull NASDAQadvertising, cloud, ecommerce, scale, valuation
Jan 30, 2026Fund LettersJacob MitchellAMD Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, hyperscalers, Semi Conductors
Jan 30, 2026Fund LettersJacob MitchellGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Data, scale
Jan 30, 2026Fund LettersJacob MitchellMRK Merck & Co. Inc. Health CarePharmaceuticals Bull New York Stock ExchangeClinical trials, innovation, Oncology, pharma, pipeline
Jan 30, 2026Fund LettersJacob MitchellB Barrick Mining Corp. MaterialsGold Bull New York Stock Exchangedividends, Free Cash Flow, Gold, inflation hedge, Mining
Jan 30, 2026Fund LettersHoward GleicherCBSH Commerce Bancshares, Inc. FinancialsRegional Banks Bull NASDAQbanking, capital discipline, Credit, dividends
Jan 30, 2026Fund LettersJacob MitchellBMRI IJ Bank Mandiri (Persero) Tbk FinancialsBanks Bull New York Stock Exchangebanking, dividends, Indonesia, Rates, valuation
Jan 30, 2026Fund LettersHoward GleicherCOF Capital One Financial Corporation FinancialsConsumer Finance Bull New York Stock Exchangebuybacks, creditcards, Margins, Payments, scale
Jan 30, 2026Fund LettersHoward GleicherPH Parker-Hannifin Corporation IndustrialsIndustrial Machinery Bull New York Stock ExchangeAerospace, Automation, cashflow, Industrials, Margins

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