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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2025 | Fund Letters | Cornelius Zeeman | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Brand, buybacks, cashflow, consumer, Ecosystem, growth, Hardware, Margins, services | Login |
| Nov 3, 2025 | Fund Letters | Cornelius Zeeman | BABA | Alibaba Group Holding Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | AI, buybacks, China, cloud, e-commerce, growth, profitability, recovery, retail, valuation | Login |
| Nov 3, 2025 | Fund Letters | Cornelius Zeeman | GOOG | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cashflow, cloud, growth, innovation, Margins, Regulation, Search, YouTube | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | CL | Colgate-Palmolive Co. | Consumer Staples | Household Products | Bear | NYSE | Brand, consumer staples, Defensives, dividends, Margins, Pricing | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | NOVO | Novo Nordisk A/S | Health Care | Pharmaceuticals | Bear | NYSE | Competition, GLP-1, guidance, healthcare, Margins, Obesity, pharmaceuticals | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | ORCL | Oracle Corp. | Information Technology | Software | Bull | NYSE | AI, cloud, Contracts, enterprise, growth, recurring revenue, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Digital, e-commerce, growth, Regulation, valuation | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | SAP | SAP SE | Information Technology | Enterprise Software | Bull | - | AI, Automation, cloud, Enterprise software, ERP, Free Cash Flow, Margins, Predictive analytics, recurring revenue | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | REL | RELX plc | Industrials | Information & Analytics Services | Bull | NYSE | AI, Data Analytics, Europe, Fraud prevention, Legal Tech, Pricing power, recurring revenue, Scalability, Workflow | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | ACN | Accenture plc | Information Technology | IT Consulting & Outsourcing | Bull | NYSE | AI, buybacks, Consulting, Digital transformation, EPS growth, Outsourcing, productivity, recurring revenue | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | ORCL | Oracle Corp. | Information Technology | Software | Bull | NYSE | AI, cloud, Contracts, enterprise, growth, recurring revenue, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | BABA | Alibaba Group Holding Ltd. | Consumer Discretionary | E-Commerce | Bull | NYSE | AI, China, cloud, Digital, e-commerce, growth, Regulation, valuation | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | IHG | InterContinental Hotels Group plc | Consumer Discretionary | Hotels, Resorts & Leisure | Bull | NYSE | asset-light, Brand, cash flow, dividends, franchise, growth, hospitality, Loyalty, pipeline | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | SAP | SAP SE | Information Technology | Enterprise Software | Bull | - | AI, Automation, cloud, Enterprise software, ERP, Free Cash Flow, Margins, Predictive analytics, recurring revenue | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | REL | RELX plc | Industrials | Information & Analytics Services | Bull | NYSE | AI, Data Analytics, Europe, Fraud prevention, Legal Tech, Pricing power, recurring revenue, Scalability, Workflow | Login |
| Nov 3, 2025 | Fund Letters | Stephen Arnold | ACN | Accenture plc | Information Technology | IT Consulting & Outsourcing | Bull | NYSE | AI, buybacks, Consulting, Digital transformation, EPS growth, Outsourcing, productivity, recurring revenue | Login |
| Nov 3, 2025 | Substack | Winter Gems | CUERVO.MX | Jose Cuervo | Consumer Staples | Beverages - Wineries & Distilleries | Bull | - | Beverages, Bolsa Mexicana de Valores, Jose Cuervo, Market expansion, tequila | Login |
| Nov 3, 2025 | Substack | Winter Gems | RI.PA | Pernod Ricard SA | Consumer Staples | Beverages - Wineries & Distilleries | Bull | - | Beverages, Euronext Paris, Global Market, Pernod Ricard, Spirits | Login |
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