Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
-	Fund Letters	Kovitz Core Equity	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro	Consumer Discretionary	Leisure Products	Bull	NASDAQ	brand portfolio, Games, IP monetization, Magic The Gathering, margin expansion, new management, Toys, turnaround	Login
Jul 10, 2023	Fund Letters	Matrix Large Cap Value Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Providers & Services	Bull	NYSE	defensive, health insurance, healthcare, market leader, Medical Services, premium valuation, Regulatory risk	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, Operating Systems, Productivity Applications, software platforms	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, autonomous driving, data center, Gaming, Gpu, machine learning, semiconductors, technology hardware, Visual Computing	Login
Jul 1, 2023	Fund Letters	Wedgewood Partners	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft	Information Technology	Software	Bull	NASDAQ	Azure, Cloud computing, Digital transformation, double-digit growth, Enterprise software, Office365, productivity software, SaaS	Login
Jul 1, 2023	Fund Letters	Wedgewood Partners	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI infrastructure, Artificial Intelligence, digital advertising, growth, revenue acceleration, social media, technology, user engagement	Login
Jun 30, 2023	Fund Letters	Stewart Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, data center, Gaming, Gpu, growth, Hardware, networking equipment, semiconductors, Software, technology	Login
Jul 18, 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	Ad Tech, Artificial Intelligence, digital advertising, social media, technology, user engagement	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Becton Dickinson and Company	Health Care	Health Care Equipment	Bull	NYSE	Acquisitions Integration, Healthcare Equipment, Hospital Customers, margin expansion, Medical devices, Pricing power, regulatory barriers, supply chain	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	cost discipline, Interactive Media, monetization, Platform Ecosystem, Scale Advantages, social media, strong balance sheet, user engagement	Login
Jun 30, 2025	Fund Letters	Polen Capital - Global Growth	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	AI, cloud infrastructure, Database, Enterprise software, SaaS, technology	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, OpenAI, productivity software, Search	Login
-	Fund Letters	Ithaka US Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corp.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, automotive, ChatGPT, data center, Gaming, Gpu, growth, machine learning, semiconductors, Visual Computing	Login
Mar 31, 2023	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI investment, cost-cutting, digital advertising, Reels, social media, TikTok Competition, turnaround, workforce reduction	Login
Mar 31, 2023	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Accelerated Computing, AI revolution, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology	Login

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