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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2025 | Fund Letters | James Cullen | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, backlog, CapEx, cloud, Databases, infrastructure, Software | Login |
| Jul 31, 2025 | Fund Letters | Scott LaBreche | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | AI, backlog, cloud, datacenters, productivity, resilience, Software | Login |
| Jul 27, 2025 | Fund Letters | Aziz V. Hamzaogullari | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | cashflow, cloud, Margins, Software, Subscription | Login |
| Jul 24, 2025 | Fund Letters | Nick Schommer | ORCL | Oracle Corp. | Information Technology | Consumer Finance | Bull | New York Stock Exchange | AI, cloud, Gpu, Rpo, Sovereign Deals | Login |
| Jul 23, 2025 | Fund Letters | Maya Bittar | ORCL | Oracle Corporation | Information Technology | Application Software | Bull | New York Stock Exchange | AI, backlog, cloud, enterprise, growth | Login |
| Jul 23, 2025 | Fund Letters | Owen Fitzpatrick | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | backlog, buybacks, cloud, infrastructure, Margins, Recurring, SaaS, Software | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, cloud, Databases, growth, Margins | Login |
| Jul 21, 2025 | Seeking Alpha | Polen Capital | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
| Jul 19, 2025 | Fund Letters | Owen Fitzpatrick | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | backlog, buybacks, cloud, infrastructure, Margins, Recurring, SaaS, Software | Login |
| Jul 17, 2025 | Fund Letters | Charles K. Bobrinskoy | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, cloud, Databases, Margins, migration, Recurring, switching costs | Login |
| Jul 16, 2025 | Fund Letters | Damon Ficklin | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | AI infrastructure, cash flow, cloud migration, Databases, recurring revenue | Login |
| Jul 15, 2025 | Fund Letters | Dan Davidowitz | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | cloud infrastructure, Digital transformation, Enterprise software, Omega AI, recurring revenue | Login |
| Jul 14, 2025 | Seeking Alpha | JR Research | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
| Jul 8, 2025 | Seeking Alpha | Wall Street Breakfast | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | AI, backlog, Bookings, cloud, hyperscaler, Oci | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | ORCL | Oracle Corp. | Information Technology | Application Software | Bull | NASDAQ | AI, cloud, enterprise, infrastructure, SaaS | Login |
| Jun 14, 2025 | Substack | Rijnberk Invest Insights | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bear | NYSE | — | Login |
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