Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQcost discipline, Interactive Media, monetization, Platform Ecosystem, Scale Advantages, social media, strong balance sheet, user engagement
Jun 30, 2025Fund LettersPolen Capital - Global GrowthADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NASDAQAI, cloud infrastructure, Database, Enterprise software, SaaS, technology
-Fund LettersIthaka US Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, OpenAI, productivity software, Search
-Fund LettersIthaka US Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, automotive, ChatGPT, data center, Gaming, Gpu, growth, machine learning, semiconductors, Visual Computing
Mar 31, 2023Fund LettersBurke Wealth Managament The Focused Growth StrategyADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQAI investment, cost-cutting, digital advertising, Reels, social media, TikTok Competition, turnaround, workforce reduction
Mar 31, 2023Fund LettersBurke Wealth Managament The Focused Growth StrategyAAPL|MSFT|NFLX|NVDA|UNH Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI revolution, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology

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