Investment Pitches

Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
Subscribe to receive expertly curated investment pitches straight to your inbox.

Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 31, 2023	Fund Letters	The London Company SMID Cap	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro Inc.	Consumer Discretionary	Leisure Products	Bull	NASDAQ	Corporate Simplification, Cost Reduction, deleveraging, Dividend Protection, entertainment, Toys, turnaround	Login
Dec 31, 2023	Fund Letters	Polen Capital - Global Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1, healthcare innovation, obesity treatment, pharmaceuticals, secular growth	Login
Sep 30, 2023	Fund Letters	Polen Capital - Global Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk A/S	Health Care	Pharmaceuticals	Bull	NASDAQ	Blockbuster Drugs, Denmark, Diabetes, GLP-1, healthcare innovation, Obesity, pharmaceuticals	Login
Sep 30, 2023	Fund Letters	Polen Capital - International Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1 drugs, Metabolic Diseases, Obesity, Ozempic, pharmaceuticals, Wegovy	Login
Dec 31, 2023	Fund Letters	ClearBridge Investments Dividend Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Diversified Technology, Dividend Growth, large-cap, risk management, Software	Login
Dec 31, 2023	Fund Letters	Polen Capital - Focus Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Co-Pilot, Enterprise software, generative AI, LLM, productivity software, SaaS	Login
Dec 31, 2023	Fund Letters	Polen Capital - Focus Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	advertising, Content, digital media, entertainment, growth, SaaS, Streaming, Subscription, turnaround	Login
Oct 1, 2023	Fund Letters	Wedgewood Partners	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Automotive Aftermarket, DIFM, distribution network, DIY, market share, retailer, ROIC, Share Buybacks	Login
Dec 31, 2023	Fund Letters	RiverPark Long/Short Opportunity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corp.	Information Technology	Systems Software	Bull	NASDAQ	Azure, Cloud computing, enterprise, Free Cash Flow, operating leverage, Software, technology	Login
Feb 23, 2023	Fund Letters	Saltlight Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad Targeting, Artificial Intelligence, digital advertising, iOS Privacy Changes, network effects, Performance Marketing, Personalization, programmatic advertising, social media, user engagement	Login
-	Fund Letters	Vulcan Value Partners - Focus	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, health insurance, Healthcare services, network effects, Optum Growth, Scale Advantages, vertical integration	Login
Dec 31, 2023	Fund Letters	Mar Vista Strategic Growth Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS, technology	Login
-	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc.	Software & Services	Systems Software	Bull	NASDAQ	ARR growth, Cloud software, cybersecurity, endpoint protection, IT Security, SaaS	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, efficiency, Messenger, Olympics, Political advertising, Reels, social media, technology, user engagement	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cerner, cloud infrastructure, Database, Enterprise software, Oci, SaaS, synergies, technology	Login
Sep 30, 2023	Fund Letters	Mar Vista Strategic Growth Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Azure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS	Login
Sep 30, 2023	Fund Letters	Mar Vista Strategic Growth Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, ERP, generative AI, Hyperscale Cloud, SaaS	Login
-	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc.	Information Technology	Systems Software	Bull	NASDAQ	cloud security, cybersecurity, endpoint protection, growth, SaaS, SIEM, technology	Login
Oct 9, 2023	Fund Letters	Artemis US Select Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI investment, cost-cutting, data centers, digital advertising, growth story, Platform Transition, social media	Login
-	Fund Letters	Brown Capital Management International All Company Fund	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Biotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy	Login

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: