Investment Pitches

Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
Subscribe to receive expertly curated investment pitches straight to your inbox.

Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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
Mar 31, 2023	Fund Letters	RiverPark Large Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Incorporated	Health Care	Health Care Providers & Services	Bull	NYSE	healthcare, Healthcare Technology, Insurance, managed care, Medicaid, Medicare, Optum, Pharmacy Benefits	Login
Mar 31, 2023	Fund Letters	RiverPark Long/Short Opportunity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Incorporated	Health Care	Health Care Providers & Services	Bull	NYSE	capital returns, Defensive growth, healthcare, Healthcare Technology, Insurance, managed care, Pharmacy Benefits, vertical integration	Login
Jun 30, 2022	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	NVDA	NVIDIA Corporation	Semiconductors	Semiconductors	Bull	NASDAQ	AI inference, Artificial Intelligence, Cloud computing, data center, Gaming, Graphics Processing, semiconductors, technology infrastructure	Login
Dec 31, 2021	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	NVDA	Nvidia Corporation	Semiconductors	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Accelerated Computing, Artificial Intelligence, autonomous driving, Cloud computing, Gaming, Gpu, Metaverse, semiconductors	Login
Jan 15, 2024	Fund Letters	Vision Capital	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Accelerated Computing, Artificial Intelligence, CUDA, data center, GPUs, growth, semiconductors, technology	Login
Dec 31, 2023	Fund Letters	The London Company SMID Cap	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Endava plc	Information Technology	IT Consulting & Other Services	Bull	NYSE	Agile Technology, Custom Application Development, enterprise IT, IT services, Minimal CapEx, strong balance sheet, Technical Talent Shortage	Login
Dec 31, 2023	Fund Letters	Polen Capital - Global Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1, healthcare innovation, obesity treatment, pharmaceuticals, secular growth	Login
Sep 30, 2023	Fund Letters	Polen Capital - Global Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk A/S	Health Care	Pharmaceuticals	Bull	NASDAQ	Blockbuster Drugs, Denmark, Diabetes, GLP-1, healthcare innovation, Obesity, pharmaceuticals	Login
Sep 30, 2023	Fund Letters	Polen Capital - International Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1 drugs, Metabolic Diseases, Obesity, Ozempic, pharmaceuticals, Wegovy	Login
Sep 30, 2023	Fund Letters	Polen Capital - International Growth	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM	Globant	Information Technology	IT Consulting & Other Services	Bull	NYSE	Argentina, Digital transformation, emerging technologies, Enterprise Services, IT services, Software Development, Technology Consulting	Login

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: