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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 11, 2026 | Fund Letters | Alex Umansky | GOOGL | Alphabet Inc. | Interactive Media & Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, Autonomous, backlog, cloud, Gemini, monetization, platform, Search | Login |
| Feb 8, 2026 | Fund Letters | Zach C Turner | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cashflow, cloud, monetization | Login |
| Feb 6, 2026 | Substack | Monopolistic Investor | GOOGL | Technology | Internet Content & Information | Neutral | NASDAQ Stock Market | Adsense, AI investment, balance sheet, Google, Hold rating, NabzdykRatings, network effect, operational efficiency, Search & Advertising, switching costs | Login | |
| Jan 30, 2026 | Fund Letters | Alex | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cloud, Optionality, Platforms, semiconductors | Login |
| Jan 29, 2026 | Fund Letters | Wally Weitz | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, scale, Search | Login |
| Jan 26, 2026 | Fund Letters | Brad Slingerlend | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Platforms, Search | Login |
| Jan 26, 2026 | Fund Letters | Tony Coniaris | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Search, Sum-of-the-Parts | Login |
| Jan 26, 2026 | Fund Letters | Scott LaBreche | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bear | NASDAQ | advertising, AI, cloud, profitability, Search | Login |
| Jan 22, 2026 | Fund Letters | Tyler Hardt | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bear | NASDAQ | AI, cloud, Discipline, Search, valuation | Login |
| Jan 22, 2026 | Fund Letters | Frank M. Sands | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, inference, monetization, scale, Search | Login |
| Jan 22, 2026 | Fund Letters | Emerson Bluhm | GOOGL | Alphabet Inc. | Interactive Media & Services | Digital Advertising | Bull | NASDAQ | Ai Assistants, Digital ads, Optionality, Platform Ecosystem, Search Intent | Login |
| Jan 22, 2026 | Fund Letters | Brian A. Christiansen | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, monetization, Search | Login |
| Jan 21, 2026 | Fund Letters | Rahul Narang | GOOGL | Alphabet Inc. | Information Technology | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, monetization, Search | Login |
| Jan 15, 2026 | Fund Letters | Ankur Crawford | GOOGL | Alphabet Inc. Class A | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, infrastructure, scale | Login |
| Jan 12, 2026 | Fund Letters | Nick Griffin | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cloud, Monetisation, Optionality, Search, semiconductors | Login |
| Jan 5, 2026 | Fund Letters | Erin Greenfield | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, monetization, Platforms, Search | Login |
| Dec 31, 2025 | Fund Letters | Ben Preston | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cloud, Moats, Optionality, Search, semiconductors | Login |
| Dec 31, 2025 | Fund Letters | Matthew Page | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, cloud, infrastructure, monetization, Platforms, Silicon | Login |
| Dec 3, 2025 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | - | Internet Content & Information | Bull | - | AI, Alphabet Inc., Cloud computing, Gemini 3, Google Cloud, investment, margin expansion, Revenue Growth, tensor processing units, valuation | Login |
| Nov 8, 2025 | Fund Letters | Alex Umansky | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, buybacks, cloud, Platforms | Login |
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