Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 14, 2026Fund LettersGreg DeanWOSG LN Watches of Switzerland Group plc Consumer DiscretionarySpecialty Retail Bull New York Stock Exchangecompounding, Inventory, Luxury, Margins, retail, ROIC
Jan 14, 2026Fund LettersGreg DeanYETI YETI Holdings, Inc. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangeBranding, Directtoconsumer, Freecashflow, Inventory, Margins, Outdoor
Jan 14, 2026Fund LettersRoss GlotzbachPK Park Hotels & Resorts Inc. Real EstateHotel & Resort REIT Bear New York Stock ExchangeAssetsales, Hotels, Leisure, Macro, Travel
Jan 14, 2026Fund LettersRoss GlotzbachALX Alexander’s, Inc. Real EstateRetail REIT Bull New York Stock ExchangeAssetvalue, Leasing, Office, realestate, valuation
Jan 14, 2026Fund LettersRoss GlotzbachESRT Empire State Realty Trust, Inc. Real EstateOffice REIT Bull New York Stock ExchangeAssetsales, Leasing, Office, realestate, valuation
Jan 14, 2026Fund LettersRoss GlotzbachCLW Clearwater Paper Corporation MaterialsPaper & Forest Products Bull New York Stock Exchangebuybacks, Cyclicality, Freecashflow, Packaging, valuation
Jan 14, 2026Fund LettersRoss GlotzbachSAM Boston Beer Company, Inc. Consumer StaplesBrewers Bear New York Stock ExchangeAlcohol, Beverages, buybacks, innovation, Pricing
Jan 14, 2026Fund LettersRoss GlotzbachOSCR Oscar Health, Inc. Health CareManaged Health Care Bull New York Stock ExchangeHealthinsurance, Membership, Regulation, valuation
Jan 14, 2026Fund LettersRoss GlotzbachMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQbrands, buybacks, Intellectualproperty, Margins, Toys
Jan 14, 2026Fund LettersRoss GlotzbachGHC Graham Holdings Company Consumer DiscretionaryEducation Services Bull New York Stock ExchangeBalancesheet, conglomerate, Education, healthcare, media
Jan 14, 2026Fund LettersRoss GlotzbachGLIBA GCI Liberty, Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQbroadband, Freecashflow, Scarcity, Spin, Telecom
Jan 14, 2026Fund LettersRoss GlotzbachKHC The Kraft Heinz Company Consumer StaplesPackaged Foods Bull NASDAQmanagement, Packagedfoods, Split, valuation
Jan 14, 2026Fund LettersRoss GlotzbachIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQbuybacks, Holdingcompany, spinoff, valuation
Jan 14, 2026Fund LettersRoss GlotzbachTIGO Millicom International Cellular S.A. Communication ServicesWireless Telecommunication Services Bull NASDAQbuybacks, deleveraging, dividends, Freecashflow, Telecom
Jan 14, 2026Fund LettersRoss GlotzbachGLB LN Glanbia plc Consumer StaplesPackaged Foods Bull New York Stock Exchangebuybacks, Capitalallocation, Margins, Nutrition, Simplification
Jan 14, 2026Fund LettersRoss GlotzbachCAN LN Canal+ S.A. Communication ServicesBroadcasting Bull New York Stock ExchangeAfrica, broadcasting, Freecashflow, Sportsrights, Subscriptions
Jan 14, 2026Fund LettersRoss GlotzbachPVH PVH Corp. Consumer DiscretionaryApparel Retail Bull New York Stock ExchangeApparel, brands, buybacks, Margins, turnaround
Jan 14, 2026Fund LettersRoss GlotzbachPYPL PayPal Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQbuybacks, Freecashflow, Margins, Networks, Payments
Jan 14, 2026Fund LettersRoss GlotzbachMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeAssetrecycling, buybacks, cashflow, Gaming, Vegas
Jan 14, 2026Fund LettersRoss GlotzbachIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQbuybacks, Holdingcompany, Simplification, spinoff, valuation

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