Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 2, 2024Fund LettersLVS Advisory - Event DrivenAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQAd-supported tier, cost-cutting, entertainment, growth, high conviction, Largest Position, Let Winners Run, Paid Sharing, Revenue Growth, Streaming
Jan 23, 2024Fund LettersIronvine Capital PartnersAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Enterprise software, high-ROIC, network effects, SaaS, Scale Advantages, subscription model
Jan 17, 2024Fund LettersWhite Falcon Capital ManagementARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Nu Holdings Ltd FinancialsConsumer Finance Bull NYSEBrazil, credit cards, cross-selling, Customer Acquisition, Data Analytics, digital banking, Emerging markets, Fintech, Latin America, technology platform
Jan 1, 2024Fund LettersAvenir CorporationAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, capital allocation, cloud services, Enterprise software, SaaS, technology
Dec 31, 2023Fund LettersBaron Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, data centers, GPUs, growth, semiconductors, technology
Dec 31, 2023Fund LettersBaron Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, Cloud computing, growth, SaaS, Software, technology
Dec 31, 2023Fund LettersBaron Focused Growth FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Illumina, Inc. Health CareLife Sciences Tools & Services Bull NASDAQdiagnostics, DNA Sequencing, Genomics, high-margin, life sciences, Oncology Testing, Prenatal Testing, research
Dec 31, 2023Fund LettersAoris International FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, Azure, Cloud computing, innovation, product development, Software, Teams, technology, value creation
Dec 31, 2023Fund LettersEnsemble CapitalAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQadvertising, Content, entertainment, Global, growth, media, Streaming, Subscription, technology, turnaround
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

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