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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | Fund Letters | Highwood Value Partners | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI training, cloud infrastructure, Database, Enterprise software, hyperscaler, Magnificent 7, OpenAI | Login |
| Sep 30, 2025 | Fund Letters | Fairtree Wild Fig Multi Strategy Hedge Fund | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI, Azure, Bull, Cloud computing, data centers, enterprise, Software | Login |
| Sep 30, 2025 | Fund Letters | AGT Partners | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, SaaS | Login |
| Sep 30, 2025 | Fund Letters | ACATIS Investment | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI, Azure, Bull, Cloud computing, Digital transformation, Enterprise software, SaaS | Login |
| Sep 30, 2025 | Fund Letters | Airlie Australian Share Fund | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI technology, Azure, Cloud computing, enterprise, growth, Software | Login |
| Sep 30, 2025 | Fund Letters | Mountain Vista Wealth Management | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI, Azure, Cloud computing, enterprise, Software, technology | Login |
| Sep 29, 2025 | Seeking Alpha | Seeking Alpha | MSFT | Microsoft Corporation | - | Software - Infrastructure | Bear | - | AI, Amazon, Azure, ChatGPT, Cloud computing, Google, Macroeconomic Conditions, Microsoft, Overvaluation, technological competition | Login |
| Aug 8, 2025 | Fund Letters | Mott Capital Management | MSFT | Microsoft Corporation | Information Technology | Systems Software | Neutral | NASDAQ | AI, capital expenditure, Cloud computing, Commoditization, data centers, Software, technology, valuation | Login |
| Aug 8, 2025 | Fund Letters | Michael J. Kramer | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bear | NASDAQ | AI, CapEx, cloud, Competition, valuation | Login |
| Aug 7, 2025 | Fund Letters | Clayton Freeman | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, enterprise, scale, Software | Login |
| Aug 7, 2025 | Fund Letters | Kevin Arenson | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, CapEx, cloud, hyperscalers, Margins | Login |
| Jul 28, 2025 | Fund Letters | David A. Rolfe | MSFT | Microsoft Corp. | Information Technology | Systems Software | Bull | NASDAQ | AI, Cash_Flow, cloud, Moats, productivity, Software, Subscription | Login |
| Jul 23, 2025 | Fund Letters | Maya Bittar | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, enterprise, scale, Software | Login |
| Jul 22, 2025 | Fund Letters | Scott O'Gorman | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Azure, Beat And Raise, cloud, growth, productivity | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, growth, productivity, Software | Login |
| Jul 22, 2025 | Fund Letters | Howard Gleicher | MSFT US | Microsoft Corporation | Information Technology | System Software | Bull | NASDAQ | AI, cloud, enterprise, Margins, Software, Subscriptions | Login |
| Jul 22, 2025 | Fund Letters | Ankur Crawford | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, productivity, Software, Subscriptions | Login |
| Jul 21, 2025 | Seeking Alpha | Oliver Rodzianko | MSFT | Microsoft Corporation | Information Technology | Software - Infrastructure | Neutral | NASDAQ | — | Login |
| Jul 21, 2025 | Seeking Alpha | Michael Del Monte | MSFT | Microsoft Corporation | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | Login |
| Jul 20, 2025 | Fund Letters | Brian Campbell | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, enterprise, platform, productivity | Login |
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