Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, capital return, China, consumer electronics, Free Cash Flow, Installed base, iPhone, platform, services
Jun 30, 2025Fund LettersYCG InvestmentAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQconsumer electronics, Ecosystem, Global Champion, manufacturing, market mispricing, network effects, Pricing power, tariffs, technology
Jun 30, 2025Fund LettersMar Vista US QualityAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI-enabled devices, consumer electronics, Ecosystem, Edge computing, iPhone, recurring revenue, services revenue
Jun 30, 2025Fund LettersRiverPark Large GrowthAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApple Intelligence, China market, consumer electronics, Device Performance, Installed base, iPhone, On-device AI, Platform Monetization, Security, services
Jun 30, 2025Fund LettersMar Vista Global Equity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI-enabled devices, consumer electronics, Ecosystem, Edge computing, services revenue, Smartphones, subscription services
Jun 30, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQcash flow, Ecosystem, Edge AI, Installed base, services
Jun 30, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, China, Ecosystem, services, Smartphones, Subscriptions
Jun 30, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, Ecosystem, Hardware, retail, services
Apr 7, 2025Value Investors ClubRulon GardnerAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAI lag, China, Consumer slowdown, De-globalization, Short Thesis, supply chain, tariffs, valuation compression
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI Edge Devices, Apple Intelligence, China competition, Device Ecosystem, Ecosystem, iPhone, Premium Brand, recurring revenue, services revenue
Mar 31, 2025Fund LettersRiverPark Large GrowthAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrand, China, Customer loyalty, Ecosystem, Free Cash Flow, Hardware, recurring revenue, services
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQBrand, capital return, China, Customer loyalty, Durable Compounder, Ecosystem, Free Cash Flow, Hardware Sales, High quality, services
Mar 26, 2025Fund LettersAndrew Hill Investment AdvisorsAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, brand loyalty, cash position, Ecosystem, innovation, subscription services, technology
Mar 2, 2025SubstackPacific Northwest EdgeAAPL Apple Inc. Information TechnologyConsumer Electronics Bull NASDAQ—
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, Ecosystem, innovation, Smartphones, Tariff risk, technology hardware
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, GenAI, growth, iOS, iPhone, Smartphones, technology hardware
Sep 30, 2024Fund LettersColumbia Global Technology Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, Fast Follower Strategy, Hardware Refresh Cycle, Product Ecosystem, Smartphones, technology integration
Aug 23, 2024Fund LettersThird Point PartnersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, Artificial Intelligence, Consumer Technology, Ecosystem, network effects, Proprietary Silicon, Smartphones, upgrade cycle, Virtual Assistant
Jul 31, 2024Fund LettersIthaka US Growth StrategyAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, Ecosystem, iPhone, Mobile Devices, services, Software, Wearables
Jun 30, 2024Fund LettersMar Vista Focus FundAAPL Apple Inc. Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, Ecosystem, generative AI, iOS, iPhone, monetization, technology hardware, upgrade cycle

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: