Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersSouthernSun Small CapARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Live Oak Bancshares, Inc. FinancialsRegional Banks Bull NASDAQBranchless Model, credit quality, Equity, interest rate sensitivity, regional bank, SBA lending, small business, Technology-Enabled Banking
Dec 31, 2023Fund LettersRiverPark Large GrowthARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Illumina, Inc. Health CareLife Sciences Tools & Services Bull NASDAQbiotechnology, DNA Sequencing, Genomics, Healthcare Technology, Innovation Leader, life sciences, market leader
Dec 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH Netflix, Inc. Communication ServicesEntertainment Bull NASDAQAd-supported tier, Content, Free Cash Flow, operating leverage, Pricing power, Streaming, Subscription
Dec 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corp. Information TechnologySystems Software Bull NASDAQAzure, Cloud computing, Digital transformation, Enterprise software, Free Cash Flow, market leader, operating leverage
Dec 31, 2023Fund LettersMeridian Hedged Equity FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI Copilots, Artificial Intelligence, Cloud computing, Premium Upselling, productivity software, technology, valuation concerns
Dec 29, 2023Fund LettersStenham Asset ManagementAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Enterprise software, large-cap, SaaS, technology
Nov 13, 2023Fund LettersSaltlight CapitalARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQdigital payments, e-commerce, Emerging markets, Fintech, Latin America, marketplace, network effects
Oct 26, 2023Fund LettersO'Keefe Stevens Advisory, IncAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Neutral NASDAQArtificial Intelligence, Gpu, Management Quality, market leader, Position Reduction, semiconductors, technology, valuation concerns
Oct 26, 2023Fund LettersDistillate Capital Small/Mid Cap Quality & ValueAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Neutral NASDAQArtificial Intelligence, Gpu, market leader, Options Hedging, Position Reduction, semiconductors, technology, valuation
Oct 25, 2023Fund LettersTempleton & Phillips Capital ManagementAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Health CareHealth Care Plans Bull NYSEAging demographics, Data Analytics, Dividend Growth, Free Cash Flow, healthcare, Healthcare Payer, Healthcare Provider, home care, machine learning, OptumCare, Value
Oct 15, 2023Fund LettersAndrew Hill Investment AdvisorsAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation TechnologySoftware Bull NASDAQAI, AI applications, Cloud computing, Enterprise software, Software, technology infrastructure
Oct 15, 2023Fund LettersAndrew Hill Investment AdvisorsAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Artificial Intelligence, Chips, Gpu, market leader, semiconductors, Technology leader
Oct 1, 2023Fund LettersPalm Valley Capital ManagementARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Avista Corporation UtilitiesElectric Utilities Bull NYSEdefensive, Electric Utility, Hydroelectric, Rate Case, Regulated, utilities, Value, Wildfire Risk
Sep 30, 2023Fund LettersClearBridge Investments All Cap GrowthAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Gpu, growth, risk management, semiconductors, technology
Sep 30, 2023Fund LettersClearBridge Investments All Cap GrowthAAPL|MSFT|NFLX|NVDA|UNH Netflix Inc Communication ServicesInteractive Media & Services Bull NASDAQAd-supported, ARPU, Content, media, Streaming, Subscription
Sep 30, 2023Fund LettersVulcan Value Partners - All CapAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, growth, health insurance, Healthcare services, Integrated Model, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - Focus PlusAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, Dual Engine Growth, health insurance, Healthcare services, market leadership, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - Large CapAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, diversified revenue, health insurance, Healthcare services, Integrated Care, market leader, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersVulcan Value Partners - Small CapAAPL|MSFT|NFLX|NVDA|UNH UnitedHealth Group Inc. Health CareManaged Health Care Bull NYSEDemographics, healthcare, Healthcare services, Insurance, Integrated Model, network effects, Optum, Scale Advantages
Sep 30, 2023Fund LettersBaron Emerging Markets FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, credit cards, Customer Acquisition, digital banking, disruption, Fintech, Latin America, operating leverage

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