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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 14, 2025 | Fund Letters | C.T. Fitzpatrick | GOOGL US | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, antitrust, cash flow, cloud, Search, technology | Login |
| Oct 14, 2025 | Fund Letters | Peter Baughan | GOOGL US | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Data, innovation, Margins, Search | Login |
| Oct 10, 2025 | Fund Letters | George Hadjia | GOOGL US | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Hardware, innovation, monetization, Search, technology | Login |
| Oct 9, 2025 | Fund Letters | Weitz Multi Cap Equity Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, Cloud computing, digital services, hyperscaler, Online Advertising, search engine, technology | Login |
| Oct 1, 2025 | Fund Letters | Evolve Private Wealth | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI infrastructure, Android, antitrust, Chrome, Cloud computing, digital advertising, search engine, YouTube | Login |
| Oct 1, 2025 | Fund Letters | RVK | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI infrastructure, Android, antitrust, Chrome, Cloud computing, digital advertising, search engine, technology platform, YouTube | Login |
| Sep 30, 2025 | Fund Letters | First Eagle Global Fund | GOOGL | Alphabet Inc. Class C | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI Research, cloud infrastructure, digital advertising, Regulatory Relief, search engine, technology | Login |
| Sep 30, 2025 | Fund Letters | Harris Associates Concentrated Strategy | GOOGL | Alphabet Inc Class A | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, antitrust, Cloud computing, search engine, Sum-of-the-Parts, technology, undervalued | Login |
| Sep 30, 2025 | Fund Letters | Alex Umansky | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, antitrust, cloud, Ecosystem, Search | Login |
| Aug 27, 2025 | Fund Letters | Fawkes Capital Management | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Cloud computing, Search, semiconductors, technology, TPU, undervalued | Login |
| Aug 25, 2025 | Fund Letters | Saltlight Capital | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Antitrust Risk, Artificial Intelligence, Cloud computing, digital advertising, large language models, Platform Transition, search engine, technology, TPU Chips | Login |
| Aug 5, 2025 | Fund Letters | Jeff Auxier | GOOGL | Alphabet, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Platforms, Regulation, Search, Video | Login |
| Jul 21, 2025 | Seeking Alpha | Johnny Zhang, CFA | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 21, 2025 | Seeking Alpha | Azlaan Mansuri | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 20, 2025 | Seeking Alpha | Wall Street Breakfast | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 20, 2025 | Seeking Alpha | Harris Oakmark | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 18, 2025 | Seeking Alpha | Deep Value Investing | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 16, 2025 | Seeking Alpha | Louis Stevens | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 15, 2025 | Fund Letters | GreensKeeper Value Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI Overview, Artificial Intelligence, ChatGPT Competitor, Gemini, monetization, Query Volume, search engine, technology | Login |
| Jul 15, 2025 | Fund Letters | Michael McCloskey | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | AI, cloud, Models, monetization, Search | Login |
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