Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersDavid A. RolfeGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, scale, Search
Jan 14, 2026Fund LettersDavid A. RolfeCB Chubb Limited FinancialsProperty & Casualty Insurance Bull New York Stock Exchangecompounding, Insurance, premiums, profitability, underwriting
Jan 14, 2026Fund LettersDavid A. RolfeAMZN Amazon.com, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQadvertising, cloud, ecommerce, Margins, valuation
Jan 14, 2026Fund LettersJoe Bauernfreund4347 JP Broadmedia Corporation Communication ServicesMedia & Entertainment Bull New York Stock ExchangeCapital, Engagement, Governance, Tender
Jan 14, 2026Fund LettersJoe Bauernfreund3963 JP Synchro Food Co., Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecashflow, Engagement, Governance, Marketplaces, Platforms
Jan 14, 2026Fund LettersKayode O. AjeTEMN SW Temenos Group AG Information TechnologyApplication Software Bull Swiss ExchangeCorebanking, Margins, Modernization, SaaS, Subscriptions
Jan 14, 2026Fund LettersKayode O. AjeHUB AU Hub24 Ltd. FinancialsAsset Management & Custody Bull New York Stock Exchangeconsolidation, Inflows, Margins, Platforms, Wealthmanagement
Jan 14, 2026Fund LettersKayode O. AjeXRO AU Xero Limited Information TechnologyApplication Software Bull New York Stock ExchangeAccounting, AI, Payments, SaaS, Subscriptions
Jan 14, 2026Fund LettersKayode O. AjeSHOP Shopify Inc. Information TechnologyApplication Software Bull New York Stock Exchangeecommerce, Margins, Merchants, Payments, Software
Jan 14, 2026Fund LettersKayode O. AjeFLTR LN Flutter Entertainment plc Consumer DiscretionaryGambling Bull New York Stock ExchangeGambling, innovation, Regulation, scale, Sportsbooks
Jan 14, 2026Fund LettersKayode O. AjeREA AU REA Group Ltd. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAI, Data, marketplace, Networkeffects, Property
Jan 14, 2026Fund LettersVictoria HardieGNC AU GrainCorp Limited Consumer StaplesAgricultural Products Bear New York Stock Exchangeagriculture, Cyclicality, Grains, Margins, Volumes
Jan 14, 2026Fund LettersVictoria HardieINA AU Ingenia Communities Group Real EstateResidential Bull New York Stock ExchangeDemographics, growth, Housing, Landlease, settlements
Jan 14, 2026Fund LettersVictoria HardieLIC AU Lifestyle Communities Limited Real EstateResidential Bull New York Stock Exchangedeleveraging, Demographics, Housing, Retirement, settlements
Jan 14, 2026Fund LettersVictoria HardieBBN AU Baby Bunting Group Limited Consumer DiscretionarySpecialty Retail Bull New York Stock ExchangeComps, Margins, Refurbishments, retail, turnaround
Jan 14, 2026Fund LettersVictoria HardieLLC AU Lendlease Group Real EstateReal Estate Development Bull New York Stock Exchangebuybacks, Capitalrecycling, development, Gearing, Nta
Jan 14, 2026Fund LettersCassandra A. HardmanDTE GR Deutsche Telekom AG Communication ServicesIntegrated Telecommunication Services Bear XetraARPU, cashflow, Competition, Margins, Telecom
Jan 14, 2026Fund LettersCassandra A. HardmanNEX FP Nexans SA IndustrialsElectrical Equipment Bear Euronext Stock ExchangeDelays, Electrification, Execution, Projects, valuation
Jan 14, 2026Fund LettersCassandra A. HardmanWEIR LN Weir Group PLC IndustrialsIndustrial Machinery Bull New York Stock Exchangeaftermarket, Copper, Margins, Mining, Software
Jan 14, 2026Fund LettersCassandra A. HardmanMELI MercadoLibre Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQCompetition, Fintech, Logistics, Margins, Reinvestment

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