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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 15, 2025 | Seeking Alpha | Hunting Alpha | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 15, 2025 | Seeking Alpha | Pythia Research | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 11, 2025 | Seeking Alpha | RI Research | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 10, 2025 | Seeking Alpha | Tech Stock Pros | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 9, 2025 | Seeking Alpha | MMMT Wealth | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jul 1, 2025 | Fund Letters | Ghosh Capital | GOOGL | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, contrarian, healthcare, Mainstream Adoption, Narrative Disconnect, Search, Silicon Valley, User Experience | Login | |
| Jul 1, 2025 | Seeking Alpha | Oliver Rodzianko | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | — | Login |
| Jun 30, 2025 | Fund Letters | Oakmark Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Cloud computing, digital advertising, Low-teens P/E, margin expansion, search engine, technology | Login |
| Jun 30, 2025 | Fund Letters | Lakehouse Global Growth Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Artificial Intelligence, Cloud computing, digital advertising, Internet, Search, technology | Login |
| Jun 30, 2025 | Fund Letters | Vulcan Value Partners - Focus Plus | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Neutral | NASDAQ | AI, antitrust, Artificial Intelligence, digital advertising, Google, Regulatory risk, Search, Technology Disruption | Login |
| Jun 30, 2025 | Fund Letters | Vulcan Value Partners - Large Cap | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, digital advertising, generative AI, innovation, market leader, Regulatory risk, Search, technology | Login |
| Jun 30, 2025 | Fund Letters | Auxier Asset Management | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI technology, Antitrust Risk, cash-rich, Content Distribution, digital advertising, market dominance, search engine, Video Streaming | Login |
| 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 | 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 |
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