Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2025Seeking AlphaMar Vista Investment PartnersMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 13, 2025Seeking AlphaAzlaan MansuriMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 11, 2025Seeking AlphaLance RobertsMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 11, 2025Seeking AlphaMar Vista Investment PartnersMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 10, 2025Seeking AlphaLeo NelissenMSFT Microsoft Corp. Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 9, 2025Fund LettersMunro Global Growth FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, growth, SaaS, technology
Jul 9, 2025Seeking AlphaEnvision ResearchMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 9, 2025Seeking AlphaMar Vista Investment PartnersMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 8, 2025Seeking AlphaMikhail FedorovMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Neutral NASDAQ—
Jul 8, 2025Seeking AlphaYR ResearchMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 7, 2025Seeking AlphaDanil SeredaMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bear NASDAQ—
Jul 2, 2025Seeking AlphaRick OrfordMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 1, 2025Fund LettersTorre FinancialAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT O'Reilly Automotive Consumer DiscretionarySpecialty Retail Bull NASDAQaftermarket, Antifragile, automotive, Defensive growth, distribution network, DIY, high-ROIC, market share gains, negative working capital, Parts Distribution, professional services, Specialty retail
Jul 1, 2025Fund LettersIthaka US Growth StrategyMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAzure, Cloud computing, Enterprise software, growth, Platforms, productivity software, SaaS
Jun 30, 2025Fund LettersPolen Capital - Global GrowthADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Oracle Corporation Information TechnologySystems Software Bull NASDAQAI, cloud infrastructure, Database, Enterprise software, SaaS, technology
Jun 30, 2025Fund LettersRiverPark Long/Short Opportunity FundMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, Cloud computing, Enterprise software, Platform business, productivity software, recurring revenue, SaaS
Jun 30, 2025Fund LettersMeridian Hedged Equity FundMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI tools, Azure, cloud infrastructure, Enterprise software, Gaming, network effect, OpenAI, operating margins, productivity software
Jun 30, 2025Fund LettersMar Vista US QualityMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, generative AI, SaaS
Jun 30, 2025Fund LettersRiverPark Large GrowthMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAzure, cloud infrastructure, Copilot, Enterprise AI, Enterprise software, generative AI, Microsoft 365, Platform business, productivity software, recurring revenue, SaaS
Jun 30, 2025Fund LettersVulcan Value Partners - Focus PlusMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Artificial Intelligence, Azure, Bundling, Cloud computing, Gaming, growth, Linkedin, productivity software, Software

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