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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Nov 3, 2025 | Substack | Winter Gems | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | - | Alphabet, digital advertising, Google, NASDAQ, technology | Login |
| Nov 1, 2025 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | - | Internet Content & Information | Bull | - | AI technology, Alphabet Inc., antitrust case, CapEx guidance, Cloud computing, competitive edge, Gemini app, Google, technology sector, valuation | Login |
| Nov 1, 2025 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | - | Internet Content & Information | Bull | - | AI solutions, Alphabet Inc., backlog growth, CapEx, Cloud computing, enterprise clients, Google Cloud, infrastructure demand, NVIDIA, TPUs | Login |
| Oct 31, 2025 | Fund Letters | Xinyu Ru | GOOGL | Alphabet Inc. | Communication Services | Internet Services | Bull | NASDAQ | advertising, AI, cash flow, cloud, growth, innovation, Margins | Login |
| Oct 31, 2025 | Fund Letters | Xinyu Ru | GOOGL | Alphabet Inc. | Communication Services | Internet Services | Bull | NASDAQ | advertising, AI, cash flow, cloud, growth, innovation, Margins | Login |
| Oct 29, 2025 | Fund Letters | Rayna Lesser Hannaway | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | advertising, AI, antitrust, cloud, Ecosystem, Freecashflow, network, Search | Login |
| Oct 28, 2025 | Fund Letters | Samer Hakoura | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, backlog, CapEx, cloud, compounding, efficiency, Margins, monetization | Login |
| Oct 28, 2025 | Fund Letters | Tony Coniaris | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, antitrust, cloud, growth, monetization, Search, Sum-of-the-Parts, valuation | Login |
| Oct 28, 2025 | Fund Letters | Samer Hakoura | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, backlog, CapEx, cloud, compounding, efficiency, Margins, monetization | Login |
| Oct 28, 2025 | Fund Letters | Tony Coniaris | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, antitrust, cloud, growth, monetization, Search, Sum-of-the-Parts, valuation | Login |
| Oct 22, 2025 | Fund Letters | Stephen Dodson | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, antitrust, cloud, Margins, Regulation, resilience | Login |
| Oct 20, 2025 | Fund Letters | Brian A. Christiansen | GOOGL | Alphabet Inc. | Communication Services | Internet Services | Bull | NASDAQ | advertising, AI, cloud, innovation, monetization, Regulatory, Search | Login |
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