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.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2025 | Fund Letters | Rahul Narang | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, ASICs, growth, hyperscalers, semiconductors | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenters, Demand, efficiency, GPUs | Login |
| Jul 22, 2025 | Fund Letters | Grace Lee | MCHP | Microchip Technology Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Analog, Autos, Industrial, Margins, Microcontrollers | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | GWRE | Guidewire Software, Inc. | Information Technology | Application Software | Bull | NYSE | Cloud_transition, Fintech, Insurance, Margins, SaaS | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | STVN | Stevanato Group S.p.A. | Health Care | Life Sciences Tools & Services | Bull | NYSE | biologics, Equipment, growth, Margins, Packaging | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | SVTA | ServiceTitan, Inc. | Other | Application Software | Bull | NYSE | ARR, expansion, Payments, Software, Vertical_saas | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | BIRK | Birkenstock Holding plc | Consumer Discretionary | Footwear | Bull | NYSE | Brand, DTC, expansion, Footwear, Pricing | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | MDGL | Madrigal Pharmaceuticals, Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, Efficacy, Fibrosis, Launch, MASH | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | WING | Wingstop Inc. | Consumer Discretionary | Restaurants | Bull | NASDAQ | Branding, Digital, Franchising, Restaurants, Unit_growth | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | BWXT | BWX Technologies, Inc. | Industrials | Aerospace & Defense | Bull | NYSE | backlog, Defense, Monopoly, Nuclear, Policy | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | CWAN | Clearwater Analytics Holdings Inc. | Information Technology | Financial Software | Bull | NASDAQ | Accounting, Data, Fintech, Integration, SaaS | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | IRTC | iRhythm Technologies, Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | Cardiology, diagnostics, Digital_health, growth, Reimbursement | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | MTSI | MACOM Technology Solutions Holdings Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Compound_semiconductors, datacenter, Defense, Margins, Telecom | Login |
| Jul 22, 2025 | Fund Letters | Craigh Cepukenas | FLEX | Flex Ltd. | Information Technology | Electronic Manufacturing Services | Bull | NASDAQ | Demand, diversification, manufacturing, Margin_expansion, Reshoring | Login |
| Jul 22, 2025 | Fund Letters | Dave Adams | CHE | Chemed Corp. | Health Care | Health Care Services | Bull | NYSE | buybacks, cashflow, Cyclicality, Demographics, Health Care, Hospice, Margins, Regulation, services | Login |
| Jul 22, 2025 | Fund Letters | Dave Adams | CHE | Chemed Corp. | Health Care | Health Care Services | Bull | NYSE | capital allocation, cashflow, Demand, Demographics, Hospice, leverage, Regulation, services, valuation | Login |
| Jul 22, 2025 | Fund Letters | Howard Gleicher | UBER US | Uber Technologies Inc. | Information Technology | Passenger Ground Transportation | Bull | NYSE | cashflow, delivery, Logistics, mobility, network effects | Login |
| Jul 22, 2025 | Fund Letters | Howard Gleicher | ALC SW | Alcon Inc. | Health Care | Health Care Equipment | Bull | Swiss Exchange | Demographics, innovation, lenses, Medtech, Ophthalmology | Login |
| Jul 22, 2025 | Fund Letters | Howard Gleicher | AMGN US | Amgen Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, cashflow, Obesity, pharma, Pipelines, valuation | Login |
| Jul 22, 2025 | Fund Letters | Howard Gleicher | MCHP US | Microchip Technology Inc. | Information Technology | Semiconductors | Bull | NASDAQ | cashflow, Industrials, Margins, Mcu, semiconductors, turnaround | Login |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service