Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Oct 15, 2023	Fund Letters	Andrew Hill Investment Advisors	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Technology	Software	Bull	NASDAQ	AI, AI applications, Cloud computing, Enterprise software, Software, technology infrastructure	Login
Oct 15, 2023	Fund Letters	Andrew Hill Investment Advisors	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Artificial Intelligence, Chips, Gpu, market leader, semiconductors, Technology leader	Login
Oct 1, 2023	Fund Letters	Palm Valley Capital Management	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Avista Corporation	Utilities	Electric Utilities	Bull	NYSE	defensive, Electric Utility, Hydroelectric, Rate Case, Regulated, utilities, Value, Wildfire Risk	Login
Sep 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Gpu, growth, risk management, semiconductors, technology	Login
Sep 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad-supported, ARPU, Content, media, Streaming, Subscription	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - All Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, growth, health insurance, Healthcare services, Integrated Model, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Focus Plus	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, Dual Engine Growth, health insurance, Healthcare services, market leadership, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Large Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, diversified revenue, health insurance, Healthcare services, Integrated Care, market leader, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Small Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, healthcare, Healthcare services, Insurance, Integrated Model, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Baron Emerging Markets Fund	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Nu Holdings Ltd.	Financials	Consumer Finance	Bull	NYSE	Brazil, credit cards, Customer Acquisition, digital banking, disruption, Fintech, Latin America, operating leverage	Login
Aug 8, 2023	Fund Letters	Montaka Global Investments	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, growth, Office 365, SaaS, technology	Login
Jul 23, 2023	Fund Letters	Argosy Investors	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Endava plc	Information Technology	IT Consulting & Other Services	Bull	NYSE	Digital transformation, IT Outsourcing, Quality Management, Sector Consolidation, Technology Services, value opportunity	Login
Jul 14, 2023	Fund Letters	George Bolton	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	AI, datacenters, earnings growth, GPUs, semiconductors	Login
Jul 12, 2023	Fund Letters	White Falcon Capital Management	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Nu Holdings	Financials	Consumer Finance	Bull	NYSE	Brazil, Credit, Data Analytics, digital banking, Emerging markets, Fintech, market share, Neobank, ROE	Login
Jul 10, 2023	Fund Letters	Matrix Dividend Income	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Providers & Services	Bull	NYSE	defensive, health insurance, healthcare, market leader, Medical Services, Optum, value opportunity	Login
Jul 1, 2023	Fund Letters	Trojan Fund from Troy Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Software & Services	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, large-cap, Software, technology, Value	Login
Jun 30, 2023	Fund Letters	Magellan Global Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	Ad-supported, Content, entertainment, margin expansion, Platform Monetization, revenue diversification, Streaming, Subscription	Login
Jun 30, 2023	Fund Letters	ClearBridge Investments Large Cap Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, data center, Gaming, generative AI, Gpu, growth, Pricing power, semiconductors	Login
Jun 30, 2023	Fund Letters	Centerstone Investors Fund	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Aging Vehicle Fleet, Automotive Aftermarket, Distribution Infrastructure, Dual Market Strategy, market leader, market share gains, Non-Discretionary, Professional Pricing	Login
Apr 30, 2023	Fund Letters	Deep Sail Capital Partners	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Mercado Libre	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	Brazil, Digital adoption, e-commerce, Fintech, growth, Latin America, Logistics, marketplace, Mexico, network effects, Payments	Login

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