Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2023Fund LettersMagellan Global FundAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQAd-supported, Content, entertainment, margin expansion, Platform Monetization, revenue diversification, Streaming, Subscription
Jun 30, 2023Fund LettersClearBridge Investments Large Cap Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data center, Gaming, generative AI, Gpu, growth, Pricing power, semiconductors
Jun 30, 2023Fund LettersThe Sound Shore FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Database, Digital transformation, Enterprise software, Legacy Technology, Software
Jun 30, 2023Fund LettersCenterstone Investors FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT O'Reilly Automotive Consumer DiscretionaryAutomotive Retail Bull NASDAQAging Vehicle Fleet, Automotive Aftermarket, Distribution Infrastructure, Dual Market Strategy, market leader, market share gains, Non-Discretionary, Professional Pricing
Jun 27, 2023Fund LettersBireme CapitalADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQCost Reduction, digital advertising, efficiency, Layoffs, operating leverage, social media, technology
Apr 21, 2023Fund LettersBretton FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Plans Bull NYSEAging demographics, Government Reimbursement, health insurance, Healthcare services, managed care, Medicare Advantage, Regulatory
Apr 13, 2023Fund LettersLVS Advisory - DefensiveAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesEntertainment Bull NASDAQAdvertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription
Mar 31, 2023Fund LettersMadison Sustainable Equity FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corp Information TechnologySoftware Bull NYSECerner, cloud, ERP, HCM, infrastructure, SaaS, transformation
Mar 31, 2023Fund LettersMadison Sustainable Equity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc Health CareHealth Care Providers & Services Bull NYSEEPS growth, health insurance, Healthcare services, Integrated Model, Medicare, value-based care
Mar 31, 2023Fund LettersMadison Sustainable Equity FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corp Information TechnologySoftware Bull NYSECerner Acquisition, Cloud computing, cloud infrastructure, ERP, HCM, margin expansion, SaaS
Mar 31, 2023Fund LettersMadison Sustainable Equity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc Health CareHealth Care Providers & Services Bull NYSEdouble-digit growth, Government, health insurance, Healthcare services, Medicare, Private Sector, value-based care
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQcapital allocation, cash flow, cost-cutting, Instagram, operational efficiency, social media, turnaround
Mar 31, 2023Fund LettersClearBridge Investments All Cap GrowthAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced computing, Artificial Intelligence, Cloud computing, data centers, Digital transformation, Graphics Processing Units, semiconductors
Mar 31, 2023Fund LettersDiamond Hill Mid CapAAPL|MSFT|NFLX|NVDA|UNH Stifel Financial Corp FinancialsInvestment Banking & Brokerage Bull NYSEAdvisor Count, assets under management, Brokerage, diversified business model, financial services, investment banking, Low Lending Risk, secular growth, wealth management
Mar 31, 2023Fund LettersFMI International EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDefensive growth, Health Services, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Advantages
Mar 31, 2023Fund LettersFMI Large Cap EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEhealth insurance, Healthcare Technology, managed care, market leader, Medicare Advantage, Optum, Scale Advantages
Mar 31, 2023Fund LettersFMI Small Cap EquityAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDefensive growth, health insurance, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Economics
Mar 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bull NYSEhealthcare, Healthcare Technology, Insurance, managed care, Medicaid, Medicare, Optum, Pharmacy Benefits
Mar 31, 2023Fund LettersRiverPark Long/Short Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Incorporated Health CareHealth Care Providers & Services Bull NYSEcapital returns, Defensive growth, healthcare, Healthcare Technology, Insurance, managed care, Pharmacy Benefits, vertical integration
Jan 15, 2024Fund LettersVision CapitalAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, Artificial Intelligence, CUDA, data center, GPUs, growth, semiconductors, technology

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