Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 15, 2025 | Fund Letters | Dan Davidowitz | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | cloud infrastructure, Digital transformation, Enterprise software, Omega AI, recurring revenue | Login |
| Jul 14, 2025 | Seeking Alpha | JR Research | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
| Jul 8, 2025 | Seeking Alpha | Wall Street Breakfast | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
| Jun 30, 2025 | Fund Letters | Polen Capital - Global Growth | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud infrastructure, Database, Enterprise software, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Janes Henderson Strategic Bond Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, Cloud computing, Enterprise software, Gpu, hyperscaler, SaaS, sovereign cloud | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista US Quality | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | Back-office Applications, Cloud computing, Enterprise software, ERP, generative AI, Hyperscale Cloud, large language models | Login |
| Jun 30, 2025 | Fund Letters | Bell Global Equities Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, backlog growth, cloud infrastructure, data centers, Enterprise software, hyperscale, SaaS | Login |
| Jun 30, 2025 | Fund Letters | Aristotle Atlantic Core Equity Strategy | ORCL | Oracle Corporation | Software & Services | Systems Software | Bull | NASDAQ | Cloud computing, cloud infrastructure, Database, Enterprise software, RPO growth, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Janus Henderson Forty Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, cloud infrastructure, Enterprise software, Gpu, hyperscaler, SaaS, sovereign cloud | Login |
| Jun 30, 2025 | Fund Letters | Ariel Focus Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, cloud infrastructure, Database Software, Enterprise software, generative AI, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Kovitz Core Equity | ORCL | Oracle Corporation | Software | Systems Software | Bull | NASDAQ | cloud infrastructure, Database, Enterprise software, growth, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Impax US Sustainable Economy Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, Cloud computing, data centers, Enterprise software, Productivity Enhancement, Resource Efficiency, Systems Software | Login |
| Jun 30, 2025 | Fund Letters | Polen Capital - Global Growth | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud infrastructure, Database Migration, Enterprise software, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista Global Equity Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | Artificial Intelligence, Cloud computing, Database, Enterprise software, ERP, hyperscale, large language models | Login |
| Jun 30, 2025 | Fund Letters | Aristotle Core Equity Fund | ORCL | Oracle Corporation | Software & Services | Systems Software | Bull | NASDAQ | cloud infrastructure, Database, Enterprise software, Multi-year Contracts, RPO growth, SaaS | Login |
| Jun 30, 2025 | Fund Letters | ClearBridge Investments Dividend Strategy | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI, Artificial Intelligence, Cloud computing, Contrarian Entry, Database, Software, technology | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | AI, backlog, Bookings, cloud, hyperscaler, Oci | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | ORCL | Oracle Corp. | Information Technology | Application Software | Bull | NASDAQ | AI, cloud, enterprise, infrastructure, SaaS | Login |
| Jun 14, 2025 | Substack | Rijnberk Invest Insights | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bear | NYSE | — | Login |
| Jun 1, 2025 | Fund Letters | Polen Capital - Focus Growth | ORCL | Oracle Corporation | Software & Services | Systems Software | Bull | NASDAQ | AI training, cloud infrastructure, Database Migration, Enterprise software, growth, SaaS, technology | Login |
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