Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | Fund Letters | Sigil Stable Fund | META | Meta Platforms Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI monetization, Artificial Intelligence, forward earnings, High Quality Business, market correction, social media, value opportunity | Login |
| Apr 1, 2025 | Fund Letters | Sigil Stable Fund | ASML | ASML Holding N.V. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | China competition, EUV lithography, geopolitical risk, Manufacturing Equipment, Monopoly, semiconductors, Technology moat, TSMC | Login |
| Apr 1, 2025 | Fund Letters | Easterly - Income Opportunities Fund | NU | Nu Holdings Ltd. | Financials | Consumer Finance | Bull | NYSE | Brazil, Credit risk, Currency, digital banking, Emerging markets, Fintech, valuation | Login |
| Apr 1, 2025 | Fund Letters | Easterly - Income Opportunities Fund | SE | Sea Limited | Communication Services | Interactive Media & Services | Bull | NYSE | Digital Financial Services, Diversified, e-commerce, Gaming, profitability, Southeast Asia, Tariff Immunity | Login |
| Apr 1, 2025 | Fund Letters | Easterly - Income Opportunities Fund | META | Meta Platforms Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, High quality, market correction, social media, technology, valuation | Login |
| Apr 1, 2025 | Fund Letters | Easterly - Income Opportunities Fund | ASML | ASML Holding N.V. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | China, Euv, geopolitical, Lithography, Manufacturing Equipment, Monopoly, semiconductors, technology, TSMC | Login |
| Apr 1, 2025 | Fund Letters | The Wolf of Harcourt Street | NU | Nu Holdings Ltd. | Financials | Consumer Finance | Bull | NYSE | Brazil, consumer finance, Credit risk, Currency, digital banking, Fintech, Latin America, valuation | Login |
| Apr 1, 2025 | Fund Letters | The Wolf of Harcourt Street | SE | Sea Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | e-commerce, Emerging markets, Fintech, Gaming, growth, profitability, Southeast Asia, Tariff Immunity | Login |
| Apr 1, 2025 | Fund Letters | The Wolf of Harcourt Street | META | Meta Platforms Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, forward earnings, High quality, market correction, social media, technology, valuation | Login |
| Apr 1, 2025 | Fund Letters | The Wolf of Harcourt Street | ASML | ASML Holding N.V. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | China, Euv, geopolitical, Lithography, Manufacturing Equipment, Monopoly, semiconductors, technology, TSMC | Login |
| Apr 1, 2025 | Fund Letters | Miller Wealth Management | NU | Nu Holdings Ltd. | Financials | Consumer Finance | Bull | NYSE | Brazil, Credit risk, Currency, digital banking, Fintech, Latin America, PIX, Value | Login |
| Apr 1, 2025 | Fund Letters | Miller Wealth Management | SE | Sea Limited | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NYSE | e-commerce, Fintech, Gaming, profitability, Revenue Growth, Southeast Asia, Tariff Immunity | Login |
| Apr 1, 2025 | Fund Letters | Miller Wealth Management | META | Meta Platforms Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, forward earnings, market correction, social media, technology, Value | Login |
| Apr 1, 2025 | Fund Letters | Miller Wealth Management | ASML | ASML Holding N.V. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | China, Euv, geopolitical, Lithography, Manufacturing Equipment, Monopoly, semiconductors, technology, TSMC | Login |
| Apr 1, 2025 | Fund Letters | Rothschild & Co LongRun Equity Fund | MSCI | MSCI Inc | Financials | Financial Exchanges & Data | Bull | NYSE | analytics, Benchmark Business, ESG Data, financial data, Index Provider, network effects, subscription model | Login |
| Apr 1, 2025 | Fund Letters | Rothschild & Co LongRun Equity Fund | GE | General Electric Aerospace | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, aftermarket services, Aircraft engines, barriers to entry, Industrial, Joint venture, Pricing power | Login |
| Apr 1, 2025 | Fund Letters | Rothschild & Co LongRun Equity Fund | CDS | Cadence Design Systems | Information Technology | Application Software | Bull | NASDAQ | EDA software, market leader, Pricing power, semiconductors, Software, subscription model, technology | Login |
| Apr 1, 2025 | Fund Letters | Peak Asset Management | TT | Trane Technologies | Industrials | Building Products | Bull | NYSE | Building Products, Climate, Commercial, energy efficiency, HVAC, Industrial, Structural Demand, Sustainability | Login |
| Apr 1, 2025 | Fund Letters | Peak Asset Management | ANET | Arista Networks | Information Technology | Communications Equipment | Bull | NYSE | AI, Cloud computing, data center, growth, infrastructure, market share, Networking, technology | Login |
| Apr 1, 2025 | Fund Letters | Peak Asset Management | JPM | J.P. Morgan | Financials | Banks | Bull | NYSE | Bank, defensive, financial services, large-cap, Quality, Value, yield | Login |
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