Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | Substack | Monopolistic Investor | MSFT | Microsoft Corporation | Technology | Software | Neutral | NASDAQ Stock Market | AI infrastructure, CapEx, data centers, FTC investigation, Microsoft, Nvidia GPUs, regulatory challenges, Software dominance, Teams bundling, Xbox sales | Login |
| Oct 30, 2025 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | - | Software - Infrastructure | Bull | - | AI, Azure, Cloud computing, financial performance, long-term investment, Microsoft, operating margin, predictable revenue, SaaS, subscription model | Login |
| Oct 28, 2025 | Fund Letters | Raffaele Savi | MSFT | Microsoft Corp | Information Technology | System Software | Bull | - | Artificial Intelligence, Cloud computing, growth, Momentum, semiconductors, Software, technology, valuation | Login |
| Oct 21, 2025 | Fund Letters | Airlie Australian Share Fund | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Meta Platforms Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | Ad Targeting, Artificial Intelligence, capital expenditure, cash flow generation, data centers, digital advertising, revenue per user, social media, technology infrastructure, user engagement | Login |
| Oct 21, 2025 | Fund Letters | Alan R.Christensen | MSFT | Microsoft Corporation | Information Technology | System Software | Bull | NASDAQ | AI, buybacks, cloud, enterprise, growth, Margins, Software | Login |
| Oct 20, 2025 | Fund Letters | Christopher Smith | MSFT | Microsoft Corp. | Information Technology | System Software | Bull | NASDAQ | AI, cloud, Digital transformation, Enterprise transformation, recurring revenue, ROIC | Login |
| Oct 20, 2025 | Fund Letters | Christopher Smith | MSFT | Microsoft Corp. | Information Technology | System Software | Bull | NASDAQ | AI, cloud, Digital transformation, Enterprise transformation, recurring revenue, ROIC | Login |
| Oct 16, 2025 | Fund Letters | Chuck Lieberman | MSFT | Microsoft Corporation | Information Technology | Application Software | Bull | NASDAQ | AI, cloud, Copilot, Enterprise software, FCF, growth, productivity, recurring revenue | Login |
| Oct 16, 2025 | Fund Letters | Chuck Lieberman | MSFT | Microsoft Corporation | Information Technology | Application Software | Bull | NASDAQ | AI, cloud, Copilot, Enterprise software, FCF, growth, productivity, recurring revenue | Login |
| Oct 15, 2025 | Fund Letters | Julie Biel | MSFT | Microsoft Corp. | Information Technology | Software | Bull | NASDAQ | — | Login |
| Oct 15, 2025 | Fund Letters | Julie Biel | MSFT | Microsoft Corp. | Information Technology | Software | Bull | NASDAQ | — | Login |
| Oct 14, 2025 | Fund Letters | David A. Rolfe | MSFT US | Microsoft Corp | Information Technology | Systems Software | Bull | NASDAQ | AI, CapEx, cashflow, cloud, data centers, growth, Software | Login |
| Oct 9, 2025 | Fund Letters | Andrew Davidson | MSFT US | Microsoft Corp. | Information Technology | Systems Software | Bull | NASDAQ | AI, Bonds, cloud, Concentration, Credit, growth, Software, valuation | Login |
| Oct 6, 2025 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | - | Software - Infrastructure | Bull | - | AI infrastructure, AI innovation, Azure, bullish outlook, Cloud computing, financial performance, Microsoft, OpenAI partnership, stock support levels, technology sector | Login |
| Oct 5, 2025 | Fund Letters | Robert J. Mark | MSFT | Microsoft Corp. | Information Technology | System Software | Bear | NASDAQ | AI, cloud, Software, Speculation, valuation | Login |
| Oct 1, 2025 | Fund Letters | Evolve Private Wealth | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | Novo Nordisk A/S | Health Care | Pharmaceuticals | Bear | NASDAQ | CEO transition, Compounded Drugs, diabetes treatment, GLP-1, Market Slowdown, Pharmaceutical Competition, Profit Warning, semaglutide | Login |
| Sep 30, 2025 | Fund Letters | The Wolf of Harcourt Street | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | BYD Company Limited | Consumer Discretionary | Automobiles | Bull | HKEX | automotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration | Login |
| Sep 30, 2025 | Fund Letters | PM Capital Global Companies Fund | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | BYD Company Limited | Consumer Discretionary | Automobiles | Bull | HKEX | automotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration | Login |
| Sep 30, 2025 | Fund Letters | Highwood Value Partners | AAPL|MSFT|NFLX|NVDA|UNH | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI services, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, Office 365 | Login |
| Sep 30, 2025 | Fund Letters | Highwood Value Partners | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Meta Platforms, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI algorithms, digital advertising, Facebook, Instagram, social media, user engagement, Video Content | Login |
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