Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 9, 2025 | Fund Letters | Tapasya Investment Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Capital-light, defensive, efficiency, innovation, Long-term, technology | Login |
| Apr 9, 2025 | Fund Letters | GDS Investments | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Capital-light, defensive, efficiency, innovation, platform, Tariff-resistant, technology | Login |
| Apr 9, 2025 | Fund Letters | Pittenger & Anderson | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Capital-light, defensive, efficiency, innovation, Long-term, technology | Login |
| Apr 7, 2025 | Fund Letters | Patient Capital Management | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Cloud computing, digital advertising, Dominant, Equity, Search, technology, undervalued | Login |
| Apr 3, 2025 | Fund Letters | Van Der Mandele Arar Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Neutral | NASDAQ | Artificial Intelligence, autonomous driving, Competition, Equity, LLM, Regulatory risk, search engine, technology | Login |
| Mar 31, 2025 | Fund Letters | Mar Vistas U.S. Quality Select | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI integration, Android, autonomous driving, Cloud computing, digital advertising, operating leverage, search engine, valuation discount, Waymo, YouTube | Login |
| Mar 31, 2025 | Fund Letters | Vulcan Value Partners - Small Cap | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, antitrust, Cloud computing, generative AI, Google, Search | Login |
| Mar 31, 2025 | Fund Letters | Vulcan Value Partners - Large Cap | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Ai Risk, antitrust, Cloud computing, digital advertising, Equity, Search, technology, YouTube | Login |
| Mar 31, 2025 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Cloud computing, digital advertising, growth, search engine, technology, undervalued | Login |
| Mar 31, 2025 | Fund Letters | Harris Associates Concentrated Strategy | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI Overviews, AI technology, Capacity constraints, Cloud computing, digital advertising, search engine, undervalued | Login |
| Mar 31, 2025 | Fund Letters | Hotchkis & Wiley Global Value Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Cloud computing, digital advertising, growth potential, Other Bets, Overcapitalized, search engine, technology | Login |
| Mar 31, 2025 | Fund Letters | Aristotle/Saul Global Equity Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI technology, Cloud computing, digital advertising, Integrated Ecosystem, network effects, Search Dominance, YouTube | Login |
| Mar 31, 2025 | Fund Letters | RiverPark Large Growth | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cash flow, cloud, monetization, Search, valuation discount, YouTube | Login |
| Mar 31, 2025 | Fund Letters | RiverPark Long/Short Opportunity Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cash flow, cloud infrastructure, core holding, market share, monetization, Search, valuation discount, YouTube | Login |
| Mar 1, 2025 | Fund Letters | L1 Capital International Fund | GOOGL | Alphabet | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI disruption, competitive threats, Long-term Value, Magnificent 7, search engine, technology | Login |
| Feb 6, 2025 | Fund Letters | Bretton Fund | GOOGL | Alphabet, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI competition, digital advertising, information services, Revenue Growth, search engine, Streaming Video, valuation discount, YouTube | Login |
| Dec 31, 2024 | Fund Letters | Bell Global Equities Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, Artificial Intelligence, Communication Services, growth, search engine, Supercomputing, technology | Login |
| Oct 24, 2024 | Fund Letters | Bretton Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Communication Services, compounding, earnings growth, High Multiple, Interactive Media, technology | Login |
| Oct 10, 2024 | Fund Letters | GreensKeeper Value Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, market dominance, Quality Advantage, Regulatory Pressure, search engine, technology, user retention | Login |
| Sep 30, 2024 | Fund Letters | Oakmark Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, antitrust, Cloud computing, digital advertising, Monopoly, search engine, technology, Value | Login |
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