Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Digital, e-commerce, growth, Regulation, valuation | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | SAP | SAP SE | Information Technology | Enterprise Software | Bull | - | AI, Automation, cloud, Enterprise software, ERP, Free Cash Flow, Margins, Predictive analytics, recurring revenue | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | REL | RELX plc | Industrials | Information & Analytics Services | Bull | NYSE | AI, Data Analytics, Europe, Fraud prevention, Legal Tech, Pricing power, recurring revenue, Scalability, Workflow | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | ACN | Accenture plc | Information Technology | IT Consulting & Outsourcing | Bull | NYSE | AI, buybacks, Consulting, Digital transformation, EPS growth, Outsourcing, productivity, recurring revenue | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | ORCL | Oracle Corp. | Information Technology | Software | Bull | NYSE | AI, cloud, Contracts, enterprise, growth, recurring revenue, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Digital, e-commerce, growth, Regulation, valuation | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | IHG | InterContinental Hotels Group plc | Consumer Discretionary | Hotels, Resorts & Leisure | Bull | NYSE | asset-light, Brand, cash flow, dividends, franchise, growth, hospitality, Loyalty, pipeline | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | SAP | SAP SE | Information Technology | Enterprise Software | Bull | - | AI, Automation, cloud, Enterprise software, ERP, Free Cash Flow, Margins, Predictive analytics, recurring revenue | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | REL | RELX plc | Industrials | Information & Analytics Services | Bull | NYSE | AI, Data Analytics, Europe, Fraud prevention, Legal Tech, Pricing power, recurring revenue, Scalability, Workflow | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | ACN | Accenture plc | Information Technology | IT Consulting & Outsourcing | Bull | NYSE | AI, buybacks, Consulting, Digital transformation, EPS growth, Outsourcing, productivity, recurring revenue | Login |
| Nov 3, 2025 | Substack | Winter Gems | CUERVO.MX | Jose Cuervo | Consumer Staples | Beverages - Wineries & Distilleries | Bull | - | Beverages, Bolsa Mexicana de Valores, Jose Cuervo, Market expansion, tequila | Login |
| Nov 3, 2025 | Substack | Winter Gems | RI.PA | Pernod Ricard SA | Consumer Staples | Beverages - Wineries & Distilleries | Bull | - | Beverages, Euronext Paris, Global Market, Pernod Ricard, Spirits | Login |
| Nov 3, 2025 | Substack | Winter Gems | MC.PA | LVMH Moët Hennessy Louis Vuitton | Consumer Discretionary | Luxury Goods | Bull | - | Euronext Paris, fashion, investment strategy, Luxury goods, LVMH | Login |
| Nov 3, 2025 | Substack | Winter Gems | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | - | Alphabet, digital advertising, Google, NASDAQ, technology | Login |
| Nov 3, 2025 | Substack | Winter Gems | BBD-B.TO | Bombardier Inc. | Industrials | Aerospace & Defense | Bull | - | Aerospace, Bombardier, innovation, investment strategy, Toronto Stock Exchange | Login |
| Nov 3, 2025 | Substack | Almost Mongolian | LIB.V | LibertyStream | Materials | Other Industrial Metals & Mining | Bull | - | Critical Minerals, DOE funding, Domestic lithium supply, Geopolitical climate, Lithium extraction, market share, North Dakota grants, Oilfield brine, Permian Basin, Proprietary technology | Login |
| Nov 3, 2025 | Substack | DB Silverfox | AZK | Azkoyen | Other | - | Bull | - | Azkoyen, Diversified Business, dividends, financial health, growth potential, intrinsic value, investment opportunity, payment technologies, profitability, Spanish small cap | Login |
| Nov 3, 2025 | Substack | Toff Cap Monday Monitor | DAM.DE | Data Modul | Information Technology | Electronic Components | Bull | - | Arrow Electronics, Data Modul, electronics industry, gross margin pressures, market optimism, order growth, sale scenario, shareholder value, strategic options | Login |
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