Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 14, 2025Fund LettersDavid A. RolfeMSFT US Microsoft Corp Information TechnologySystems Software Bull NASDAQAI, CapEx, cashflow, cloud, data centers, growth, Software
Oct 9, 2025Fund LettersAndrew DavidsonMSFT US Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Bonds, cloud, Concentration, Credit, growth, Software, valuation
Oct 6, 2025Seeking AlphaSeeking AlphaMSFT Microsoft Corporation -Software - Infrastructure Bull -AI infrastructure, AI innovation, Azure, bullish outlook, Cloud computing, financial performance, Microsoft, OpenAI partnership, stock support levels, technology sector
Oct 5, 2025Fund LettersRobert J. MarkMSFT Microsoft Corp. Information TechnologySystem Software Bear NASDAQAI, cloud, Software, Speculation, valuation
Oct 1, 2025Fund LettersEvolve Private WealthAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Novo Nordisk A/S Health CarePharmaceuticals Bear NASDAQCEO transition, Compounded Drugs, diabetes treatment, GLP-1, Market Slowdown, Pharmaceutical Competition, Profit Warning, semaglutide
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration
Sep 30, 2025Fund LettersPM Capital Global Companies FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration
Sep 30, 2025Fund LettersHighwood Value PartnersAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySoftware Bull NASDAQAI services, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, Office 365
Sep 30, 2025Fund LettersHighwood Value PartnersADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI algorithms, digital advertising, Facebook, Instagram, social media, user engagement, Video Content
Sep 30, 2025Fund LettersHighwood Value PartnersADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySoftware Bull NYSEAI training, cloud infrastructure, Database, Enterprise software, hyperscaler, Magnificent 7, OpenAI
Sep 30, 2025Fund LettersFairtree Wild Fig Multi Strategy Hedge FundMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Bull, Cloud computing, data centers, enterprise, Software
Sep 30, 2025Fund LettersAGT PartnersMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, SaaS
Sep 30, 2025Fund LettersACATIS InvestmentMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Bull, Cloud computing, Digital transformation, Enterprise software, SaaS
Sep 30, 2025Fund LettersAirlie Australian Share FundMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI technology, Azure, Cloud computing, enterprise, growth, Software
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Cloud computing, enterprise, Software, technology
Sep 29, 2025Seeking AlphaSeeking AlphaMSFT Microsoft Corporation -Software - Infrastructure Bear -AI, Amazon, Azure, ChatGPT, Cloud computing, Google, Macroeconomic Conditions, Microsoft, Overvaluation, technological competition
Aug 8, 2025Fund LettersMott Capital ManagementMSFT Microsoft Corporation Information TechnologySystems Software Neutral NASDAQAI, capital expenditure, Cloud computing, Commoditization, data centers, Software, technology, valuation
Aug 8, 2025Fund LettersMichael J. KramerMSFT Microsoft Corporation Information TechnologySystems Software Bear NASDAQAI, CapEx, cloud, Competition, valuation
Aug 7, 2025Fund LettersClayton FreemanMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, scale, Software
Aug 7, 2025Fund LettersKevin ArensonMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, hyperscalers, Margins

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: