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.
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 25, 2025 | Substack | Sleepy Sol | INTC | Intel Corporation | Information Technology | Semiconductors | Bull | - | Intel, Lip-Bu Tan, long-term growth, NVIDIA investment, Pat Gelsinger, semiconductors, Softbank, third-party fab, Turnaround strategy, US government support | Login |
| Oct 25, 2025 | Substack | Underfollowed Stocks | EVO.ST | Evolution AB | Consumer Discretionary | Gambling | Bear | - | Asian market, cyberattacks, Evolution AB, gaming industry, growth to value, Investor confidence, live casino, regulatory challenges, revenue decline, turnaround story | Login |
| Oct 25, 2025 | Substack | Rijnberk Invest Insights | NFLX | Netflix, Inc. | Communication Services | Entertainment | Bull | - | Ad revenue, Brazil tax, Free Cash Flow, global expansion, live sports, market share, Netflix, operating margin, Revenue Growth, Streaming | Login |
| Oct 24, 2025 | Value Investors Club | Leo11 | AQZ | Alliance Aviation Services | Industrials | Commercial Services & Supplies | Bull | New York Stock Exchange | industrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing | Login |
| Oct 24, 2025 | Fund Letters | Aaron Edelheit | CAN | Cantrip Beverages | Information Technology | Beverages | Bull | - | Beverages, Brand, Cannabis, capital discipline, Distribution, efficiency, growth, valuation | Login |
| Oct 24, 2025 | Fund Letters | Aaron Edelheit | GLASF | Glass House Brands Inc. | Health Care | Cannabis | Bull | - | California, Cannabis, Liquidity, Listing, Reform, vertical integration, visibility, Wholesale | Login |
| Oct 24, 2025 | Fund Letters | Aaron Edelheit | VREOF | Vireo Health International Inc. | Health Care | Cannabis | Bull | - | acquisition, Cannabis, EBITDA growth, legalization, Minnesota, Reform, undervaluation, vertical integration | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | UNH | UnitedHealth Group | Health Care | Managed Health Care | Bull | NASDAQ | dividends, efficiency, growth, healthcare, Insurance, Optum, scale, value-based care | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | MMC | Marsh & McLennan Companies Inc. | Financials | Insurance Brokers | Bear | NYSE | Brokerage, Consulting, Cycle, dividends, exit, Insurance, Pricing | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | APH | Amphenol Corporation | Information Technology | Electronic Components | Bull | NYSE | Connectivity, data centers, Dividend Growth, innovation, Margins, Sensors, technology | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | INTU | Intuit Inc. | Information Technology | Application Software | Bull | NASDAQ | Accounting, growth, guidance, Margins, SaaS, Software, TAX, valuation | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | ACN | Accenture plc | Information Technology | IT Services | Bull | NYSE | AI, Consulting, Digital, dividends, enterprise, FCF, growth, technology, transformation | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | CARR | Carrier Global Corporation | Industrials | Building Products | Bear | NYSE | Building, Cyclicality, Demand, Housing, HVAC, Interest rates, Margins, recovery | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | GE | GE Aerospace | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, backlog, cashflow, Defense, Engines, growth, services | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | TMO | Thermo Fisher Scientific | Health Care | Life Sciences Tools & Services | Bull | NYSE | diagnostics, FCF, innovation, life sciences, Margins, Pricing, recurring revenue | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, data centers, growth, hyperscalers, Margins, Networking, semiconductors | Login |
| Oct 24, 2025 | Fund Letters | Alex Kopel | SPOT | Spotify Technology S.A. | Communication Services | Entertainment | Bear | NYSE | advertising, ARPU, Audio, Automation, Competition, Margins, Podcasts, Streaming, valuation | Login |
| Oct 24, 2025 | Fund Letters | Alex Kopel | TSLA | Tesla Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | AI, Automation, Autonomy, Data, energy storage, EV, innovation, manufacturing, Margins, robotics | Login |
| Oct 24, 2025 | Fund Letters | Brandon Beylo | NEWP | New Pacific Metals Corp. | Materials | Metals & Mining | Bull | TSX | Bolivia, Breakout, IRR, Mining, Permitting, Silver | Login |
| Oct 24, 2025 | Fund Letters | Brandon Beylo | CORZ | Core Scientific Inc. | Information Technology | Data Infrastructure | Bull | NASDAQ | Breakout, Digital Assets, HPC, infrastructure, Mining, turnaround | Login |
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