Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | The London Company Income Equity | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI development, Azure, Cloud computing, Competitive Moats, Enterprise software, Office, recurring revenue | Login |
| Apr 6, 2026 | Fund Letters | Douglass Winthrop | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, data centers, Enterprise software, operating leverage, SaaS, technology infrastructure | Login |
| Apr 6, 2026 | Fund Letters | Wedgewood Partners | MSFT | Microsoft | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI, backlog, capital allocation, Cloud computing, commercial bookings, OpenAI, Productivity Suite, Systems Software | Login |
| Mar 31, 2026 | Fund Letters | ClearBridge Investments Large Cap Value | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, SaaS, Software | Login |
| Mar 31, 2026 | Fund Letters | Diamond Hill Large Cap Strategy | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI, Azure, Bull, Cloud computing, Enterprise software, OpenAI, Software, technology | Login |
| Mar 31, 2026 | Fund Letters | Dodge & Cox Stock Fund | MSFT | Microsoft Corp. | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI, Ecosystem, forward earnings, growth potential, Software, technology | Login |
| Mar 30, 2026 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | Technology | Software | Bull | Nasdaq Stock Market | AI investments, cloud services, Dividend Growth, earnings growth, Free Cash Flow, investment opportunity, Microsoft, Software, technology sector, valuation | Login |
| Feb 23, 2026 | Fund Letters | Michael J. Kramer | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bear | NASDAQ | CapEx, debt, monetization, platform, Risk, Software, valuation | Login |
| Feb 18, 2026 | Fund Letters | Mario J. Gabelli | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, CapEx, cloud, data centers, Ecosystem | Login |
| Feb 17, 2026 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | Technology | Software | Bull | NASDAQ Stock Market | Agentic AI, AI development, Azure growth, CAPEX investments, Cobalt 200 CPU, Maia 200 AI accelerator, Microsoft, OpenClaw, Quantum Computing, valuation metrics | Login |
| Feb 10, 2026 | Fund Letters | Mark Landecker | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bear | NASDAQ | AI, cloud, Expectations, growth, Multiples, Platforms, TAM, valuation, Workflows | Login |
| Feb 8, 2026 | Fund Letters | HRISHIKESH (HK) GUPTA | MSFT | Microsoft Corporation | Information Technology | System Software | Bull | NASDAQ | Artificial Intelligence, CapEx, cloud, Enterprise software, recurring revenue | Login |
| Feb 8, 2026 | Fund Letters | Tucker Brown | MSFT | Microsoft Corp | Information Technology | Systems Software | Bull | NASDAQ | AI, CapEx, cloud, enterprise, Recurring | Login |
| Feb 3, 2026 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | Technology | Software - Infrastructure | Bull | NASDAQ Stock Market | AI integration, Cloud computing, competitive landscape, Enterprise software, EV/EBITDA, financial stability, growth potential, investment opportunity, Microsoft Corporation, valuation | Login |
| Feb 2, 2026 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | Technology | Software - Infrastructure | Bull | NASDAQ Stock Market | AI investment, capital expenditure, cloud services, commercial bookings, Free Cash Flow, growth prospects, market sentiment, Microsoft, P/E ratio, technology sector | Login |
| Jan 30, 2026 | Fund Letters | Alex Umansky | MSFT | Microsoft Corporation | Information Technology | System Software | Bull | NASDAQ | AI, cloud, enterprise, Margins, Software | Login |
| Jan 29, 2026 | Fund Letters | Mark Landecker | MSFT | Microsoft Corp. | Information Technology | Systems Software | Bear | NASDAQ | AI, cloud, earnings growth, Multiple-Risk, valuation | Login |
| Jan 29, 2026 | Fund Letters | Matt Barnes | MSFT | Microsoft Corp. | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, Enterprise software, productivity, recurring revenue | Login |
| Jan 26, 2026 | Fund Letters | KEN STUZI | MSFT | Microsoft Corp. | Information Technology | System Software | Bull | NASDAQ | AI, cloud, Enterprise software, Margins, productivity | Login |
| Jan 22, 2026 | Fund Letters | Frank M. Sands | MSFT | Microsoft Corp. | Information Technology | Software | Bull | NASDAQ | AI, Bottlenecks, Capacity, CapEx, cloud, enterprise, monetization | Login |
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