Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI integration, Android, autonomous driving, Cloud computing, digital advertising, operating leverage, search engine, valuation discount, Waymo, YouTube
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, capital allocation, custom silicon, Customer Diversification, hyperscalers, margin expansion, semiconductors, Software, Vmware
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectJNJ Johnson & Johnson Health CarePharmaceuticals Bull NYSEdefensive, Electrophysiology, healthcare, Immunology, Medtech, Neurology, Oncology, Orthopedics, pharmaceuticals, pipeline, robotics
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectTDG TransDigm Group Incorporated IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, capital deployment, Commercial Aviation, Defense, EBITDA margins, Niche Components, Special dividend
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectV Visa Inc. FinancialsData Processing & Outsourced Services Bull NYSECross-Border, defensive, Electronic Payments, Fintech, inflation hedge, network effects, payment processing, secular growth
Mar 31, 2025Fund LettersMar Vista Global Equity FundMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS
Mar 31, 2025Fund LettersMar Vista Global Equity FundCRM Salesforce, Inc. Information TechnologySoftware Bull NYSEAgentforce, AI Chatbot, Automation, Cloud computing, CRM, Customer service, Data Analytics, Enterprise software, SaaS, Software
Mar 31, 2025Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, cloud infrastructure, custom chips, data centers, hyperscalers, M&A, semiconductors, Software, technology, Vmware
Mar 31, 2025Fund LettersMar Vista Global Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI, Artificial Intelligence, data centers, GPUs, growth, hyperscalers, infrastructure, semiconductors, technology
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityPEP PepsiCo Consumer StaplesSoft Drinks Bear NASDAQArtificial Ingredients, Beverages, Carbonated Soft Drinks, consumer staples, Frito-Lay, GLP-1, Regulatory risk, Snack Foods
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityNVDA NVIDIA Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, DeepSeek, GPUs, hyperscalers, Llms, Reasoning Models, semiconductors
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityMSFT Microsoft Information TechnologySystems Software Bull NASDAQAzure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, IaaS, PAAS, SaaS
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityCRM Salesforce Information TechnologyApplication Software Bull NYSEAgentforce, Automation, Cloud computing, CRM Software, Customer Data, generative AI, SaaS
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, Artificial Intelligence, custom silicon, data center, hyperscalers, semiconductors, Vmware
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityV Visa Information TechnologyData Processing & Outsourced Services Bull NYSECross-Border, Electronic Payments, Fintech, network effects, payment processing, secular growth, Toll Taker
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityJNJ Johnson & Johnson Health CarePharmaceuticals Bull NYSEBiosimilars, defensive, healthcare, Immunology, Medical devices, Medtech, Neurology, Oncology, pharmaceuticals
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityBRK-B Berkshire Hathaway FinancialsMulti-Sector Holdings Bull NYSEcash position, conglomerate, defensive, Insurance, strategic investments, underwriting, value investing
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapSODEXO.PA Sodexo SA Consumer DiscretionaryHotels, Restaurants & Leisure Bull Euronext Pariscustomer retention, defensive, Facilities Management, Food Services, france, Outsourcing
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, antitrust, Cloud computing, generative AI, Google, Search
Mar 31, 2025Fund LettersVulcan Value Partners - Small CapMSFT Microsoft Corp. Information TechnologySoftware Bull NASDAQAzure, Cloud computing, double-digit growth, Gaming, Linkedin, Office, Software

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: