Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | SGA - U.S. Large Cap Growth | MSFT | Microsoft | Software - Infrastructure | Software | Bull | NASDAQ | AI investments, Azure, capital intensity, Cloud computing, Enterprise software, Productivity Suite, recurring revenue, technology integration | Login |
| Apr 28, 2026 | Fund Letters | SGA - Global Growth | MSFT | Microsoft | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI, Azure, Cloud computing, enterprise, Equity, productivity, recurring revenue, Software, technology platform | Login |
| Apr 27, 2026 | Fund Letters | Ithaka US Growth Strategy | MSFT | Microsoft | Software - Infrastructure | Systems Software | Bear | NASDAQ | AI infrastructure, Azure, Cloud computing, Enterprise software, Gaming, productivity, SaaS, Software | Login |
| Apr 27, 2026 | Fund Letters | AGT Partners | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI integration, Bundling, contrarian, M365 Copilot, Moat, productivity, Software, Value | Login |
| Apr 21, 2026 | Fund Letters | Boyar Value Group | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, Azure, Cloud computing, Enterprise Technology, SaaS, Software, Value | Login |
| Apr 16, 2026 | Fund Letters | Meridian Hedged Equity Fund | MSFT | Microsoft Corp. | Software - Infrastructure | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, cloud infrastructure, Enterprise software, generative AI, productivity software, Systems Software, technology | Login |
| Apr 14, 2026 | Fund Letters | Munro Global Growth Fund | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bear | NASDAQ | Artificial Intelligence, Azure, Cloud computing, Copilot, data centers, Digital transformation, Enterprise software, SaaS, technology | Login |
| Apr 14, 2026 | Fund Letters | Focus Wealth Management | MSFT | Microsoft Corporation | Software - Infrastructure | Systems Software | Bull | NASDAQ | AI, Cloud computing, large-cap, Mega Cap, Software, technology, valuation | Login |
| 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 |
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