Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersMar Vista Global Equity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, consumer electronics, Ecosystem, generative AI, iOS, iPhone, monetization, upgrade cycle
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApp Store, consumer electronics, Ecosystem, generative AI, Hardware, iOS, iPhone, Mobile, Software, technology
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, iPhone, Mobile Technology, recurring revenue, services
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI integration, consumer electronics, Ecosystem, Hardware refresh, OpenAI partnership, Product cycle
Apr 25, 2024Fund LettersArtemis US Select FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQBear, China, Competition, consumer electronics, iPhone, Smartphones, technology hardware, valuation
Mar 31, 2024Fund LettersIthaka US Growth StrategyAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQconsumer electronics, Ecosystem, Hardware, iPhone, premium valuation, services, technology
Mar 31, 2024Fund LettersThe London Company Income EquityAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQcash flow generation, consumer electronics, innovation, Installed base, iPhone, Services Business, Valuation risk
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQconsumer electronics, innovation, Installed base, Mobile Technology, Product cycle, services revenue
Mar 31, 2024Fund LettersMar Vista Focus FundAAPL Apple Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQconsumer electronics, Ecosystem, Hardware, Mobile Technology, services, Smartphones, Subscription
Mar 31, 2024Fund LettersMar Vista Global Equity FundAAPL Apple Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQcash flow, Ecosystem, Installed base, services, Smartphones, Subscribers, technology hardware
Feb 2, 2024Fund LettersLVS Advisory - Event DrivenAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQAd-supported tier, cost-cutting, entertainment, growth, high conviction, Largest Position, Let Winners Run, Paid Sharing, Revenue Growth, Streaming
Jan 23, 2024Fund LettersIronvine Capital PartnersAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Enterprise software, high-ROIC, network effects, SaaS, Scale Advantages, subscription model
Jan 1, 2024Fund LettersTsai CapitalAAPL Apple Inc. TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQbrand loyalty, consumer electronics, Ecosystem, Mobile Devices, Premium Technology, services revenue, share repurchases
Jan 1, 2024Fund LettersAvenir CorporationAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, capital allocation, cloud services, Enterprise software, SaaS, technology
Dec 31, 2023Fund LettersBaron Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, data centers, GPUs, growth, semiconductors, technology
Dec 31, 2023Fund LettersBaron Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, Cloud computing, growth, SaaS, Software, technology
Dec 31, 2023Fund LettersAoris International FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, Azure, Cloud computing, innovation, product development, Software, Teams, technology, value creation
Dec 31, 2023Fund LettersEnsemble CapitalAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQadvertising, Content, entertainment, Global, growth, media, Streaming, Subscription, technology, turnaround
Dec 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH Netflix, Inc. Communication ServicesEntertainment Bull NASDAQAd-supported tier, Content, Free Cash Flow, operating leverage, Pricing power, Streaming, Subscription
Dec 31, 2023Fund LettersRiverPark Large GrowthAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corp. Information TechnologySystems Software Bull NASDAQAzure, Cloud computing, Digital transformation, Enterprise software, Free Cash Flow, market leader, operating leverage

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