Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 31, 2023	Fund Letters	Meridian Hedged Equity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corp.	Information Technology	Systems Software	Bull	NASDAQ	AI Copilots, Artificial Intelligence, Cloud computing, Premium Upselling, productivity software, technology, valuation concerns	Login
Dec 29, 2023	Fund Letters	Stenham Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Enterprise software, large-cap, SaaS, technology	Login
Oct 26, 2023	Fund Letters	O'Keefe Stevens Advisory, Inc	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Neutral	NASDAQ	Artificial Intelligence, Gpu, Management Quality, market leader, Position Reduction, semiconductors, technology, valuation concerns	Login
Oct 26, 2023	Fund Letters	Distillate Capital Small/Mid Cap Quality & Value	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Neutral	NASDAQ	Artificial Intelligence, Gpu, market leader, Options Hedging, Position Reduction, semiconductors, technology, valuation	Login
Oct 25, 2023	Fund Letters	Templeton & Phillips Capital Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Plans	Bull	NYSE	Aging demographics, Data Analytics, Dividend Growth, Free Cash Flow, healthcare, Healthcare Payer, Healthcare Provider, home care, machine learning, OptumCare, Value	Login
Oct 15, 2023	Fund Letters	Andrew Hill Investment Advisors	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Technology	Software	Bull	NASDAQ	AI, AI applications, Cloud computing, Enterprise software, Software, technology infrastructure	Login
Oct 15, 2023	Fund Letters	Andrew Hill Investment Advisors	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Artificial Intelligence, Chips, Gpu, market leader, semiconductors, Technology leader	Login
Sep 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Gpu, growth, risk management, semiconductors, technology	Login
Sep 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad-supported, ARPU, Content, media, Streaming, Subscription	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - All Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, growth, health insurance, Healthcare services, Integrated Model, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Focus Plus	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, Dual Engine Growth, health insurance, Healthcare services, market leadership, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Large Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, diversified revenue, health insurance, Healthcare services, Integrated Care, market leader, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Small Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, healthcare, Healthcare services, Insurance, Integrated Model, network effects, Optum, Scale Advantages	Login
Aug 8, 2023	Fund Letters	Montaka Global Investments	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, growth, Office 365, SaaS, technology	Login
Jul 10, 2023	Fund Letters	Matrix Dividend Income	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Providers & Services	Bull	NYSE	defensive, health insurance, healthcare, market leader, Medical Services, Optum, value opportunity	Login
Jul 1, 2023	Fund Letters	Trojan Fund from Troy Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Software & Services	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, large-cap, Software, technology, Value	Login
Jun 30, 2023	Fund Letters	Magellan Global Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	Ad-supported, Content, entertainment, margin expansion, Platform Monetization, revenue diversification, Streaming, Subscription	Login
Jun 30, 2023	Fund Letters	ClearBridge Investments Large Cap Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, data center, Gaming, generative AI, Gpu, growth, Pricing power, semiconductors	Login
Apr 21, 2023	Fund Letters	Bretton Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Incorporated	Health Care	Health Care Plans	Bull	NYSE	Aging demographics, Government Reimbursement, health insurance, Healthcare services, managed care, Medicare Advantage, Regulatory	Login
Apr 13, 2023	Fund Letters	LVS Advisory - Defensive	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	Advertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription	Login

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