Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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
Apr 21, 2023	Fund Letters	Bretton Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Incorporated	Health Care	Health Care Plans	Bull	NYSE	Aging demographics, Government Reimbursement, health insurance, Healthcare services, managed care, Medicare Advantage, Regulatory	Login
Apr 14, 2023	Fund Letters	George Bolton	NVDA	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Acceleration, AI, CUDA, datacenter, Ecosystem, GPUs, platform, Software, Training	Login
Apr 13, 2023	Fund Letters	LVS Advisory - Defensive	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	Advertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc	Health Care	Health Care Providers & Services	Bull	NYSE	EPS growth, health insurance, Healthcare services, Integrated Model, Medicare, value-based care	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc	Health Care	Health Care Providers & Services	Bull	NYSE	double-digit growth, Government, health insurance, Healthcare services, Medicare, Private Sector, value-based care	Login
Mar 31, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Advanced computing, Artificial Intelligence, Cloud computing, data centers, Digital transformation, Graphics Processing Units, semiconductors	Login
Mar 31, 2023	Fund Letters	Diamond Hill Mid Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Stifel Financial Corp	Financials	Investment Banking & Brokerage	Bull	NYSE	Advisor Count, assets under management, Brokerage, diversified business model, financial services, investment banking, Low Lending Risk, secular growth, wealth management	Login
Mar 31, 2023	Fund Letters	FMI International Equity	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Defensive growth, Health Services, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Advantages	Login
Mar 31, 2023	Fund Letters	FMI Large Cap Equity	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	health insurance, Healthcare Technology, managed care, market leader, Medicare Advantage, Optum, Scale Advantages	Login
Mar 31, 2023	Fund Letters	FMI Small Cap Equity	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Defensive growth, health insurance, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Economics	Login

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