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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2025 | Seeking Alpha | Mikhail Fedorov | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Neutral | NASDAQ | — | Login |
| Jul 15, 2025 | Fund Letters | Dan Davidowitz | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bear | NASDAQ | AI, consumer electronics, Smartphones, supply chain, tariffs | Login |
| Jul 9, 2025 | Seeking Alpha | The Techie | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Bull | NASDAQ | — | Login |
| Jul 6, 2025 | Seeking Alpha | Stone Fox Capital | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Bear | NASDAQ | — | Login |
| Jul 2, 2025 | Seeking Alpha | Millennial Dividends | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Bear | NASDAQ | — | Login |
| Jul 2, 2025 | Seeking Alpha | Yiannis Zourmpanos | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Bull | NASDAQ | — | Login |
| Jul 2, 2025 | Seeking Alpha | Wall Street Breakfast | AAPL | Apple Inc. | Information Technology | Consumer Electronics | Neutral | NASDAQ | — | Login |
| Jul 1, 2025 | Fund Letters | Ithaka US Growth Strategy | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bear | NASDAQ | AI Laggard, China Manufacturing, consumer electronics, iPhones, services revenue, tariffs, Wearables | Login |
| Jul 1, 2025 | Fund Letters | Magellan Global Fund | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bear | NASDAQ | China Revenue Dependence, Exit Position, geopolitical risk, iPhone Production, Manufacturing Exposure, Supply Chain Risk, technology hardware, US China decoupling | Login |
| Jun 30, 2025 | Fund Letters | RiverPark Long/Short Opportunity Fund | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI, capital return, China, consumer electronics, Free Cash Flow, Installed base, iPhone, platform, services | Login |
| Jun 30, 2025 | Fund Letters | YCG Investment | AAPL | Apple Inc. | Technology Hardware, Storage & Peripherals | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | consumer electronics, Ecosystem, Global Champion, manufacturing, market mispricing, network effects, Pricing power, tariffs, technology | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista US Quality | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI-enabled devices, consumer electronics, Ecosystem, Edge computing, iPhone, recurring revenue, services revenue | Login |
| Jun 30, 2025 | Fund Letters | RiverPark Large Growth | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Apple Intelligence, China market, consumer electronics, Device Performance, Installed base, iPhone, On-device AI, Platform Monetization, Security, services | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista Global Equity Fund | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI-enabled devices, consumer electronics, Ecosystem, Edge computing, services revenue, Smartphones, subscription services | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | cash flow, Ecosystem, Edge AI, Installed base, services | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI, China, Ecosystem, services, Smartphones, Subscriptions | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI, Ecosystem, Hardware, retail, services | Login |
| Apr 7, 2025 | Value Investors Club | Rulon Gardner | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bear | NASDAQ | AI lag, China, Consumer slowdown, De-globalization, Short Thesis, supply chain, tariffs, valuation compression | Login |
| Mar 31, 2025 | Fund Letters | Mar Vistas U.S. Quality Select | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI Edge Devices, Apple Intelligence, China competition, Device Ecosystem, Ecosystem, iPhone, Premium Brand, recurring revenue, services revenue | Login |
| Mar 31, 2025 | Fund Letters | RiverPark Large Growth | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Brand, China, Customer loyalty, Ecosystem, Free Cash Flow, Hardware, recurring revenue, services | Login |
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