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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Mar 31, 2025 | Fund Letters | Ariel Focus Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI capabilities, Artificial Intelligence, Cloud computing, cloud infrastructure, Database Software, double-digit growth, Enterprise software, generative AI, Technology leader | Login |
| Sep 30, 2024 | Fund Letters | Ariel Focus Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | Artificial Intelligence, cloud infrastructure, data centers, Database Software, Enterprise software, growth, Multi Cloud, technology | Login |
| Sep 30, 2024 | Fund Letters | Polen Capital - Focus Growth | ORCL | Oracle Corporation | Software | Systems Software | Bull | NYSE | Autonomous Database, cloud infrastructure, cybersecurity, Database Software, Enterprise software, Private Cloud, SaaS, Systems Software | Login |
| Sep 30, 2024 | Fund Letters | Polen Capital - Global Growth | ORCL | Oracle Corporation | Software & Services | Systems Software | Bull | NASDAQ | Autonomous Database, cloud infrastructure, Database, Digital transformation, Enterprise software, Hyperscaler Competition, Private Cloud, SaaS | Login |
| Sep 30, 2024 | Fund Letters | Columbia Global Technology Growth Fund | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI workloads, Artificial Intelligence, cloud infrastructure, Cloud Partnerships, Complete Technology Stack, Enterprise software, Picks and shovels | Login |
| Sep 30, 2024 | Fund Letters | Mar Vista Global Equity Fund | ORCL | Oracle | Information Technology | Systems Software | Bull | NYSE | Cloud computing, Database Software, Digital transformation, hyperscaler, platform as a service, SaaS, subscription model | Login |
| Jun 30, 2024 | Fund Letters | Mar Vista Global Equity Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | Cloud computing, Database, Enterprise software, hyperscaler, migration, Oci, Partnerships, SaaS | Login |
| Jun 30, 2024 | Fund Letters | Ariel Focus Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, cloud platform, Database, Enterprise software, growth, SaaS, technology | Login |
| Jun 30, 2024 | Fund Letters | Bell Global Equities Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, cloud infrastructure, Database Software, Enterprise software, growth, Partnerships, SaaS | Login |
| Jun 30, 2024 | Fund Letters | The Sound Shore Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | Artificial Intelligence, Cloud computing, Database Software, Digital transformation, Enterprise software, Legacy Technology, Long-term holding | Login |
| May 23, 2024 | Fund Letters | RGA Investment Advisors | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Meta Platforms Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | digital advertising, growth, large-cap, Metaverse, operating leverage, social media, technology, virtual reality | Login |
| Mar 9, 2024 | Fund Letters | Concentrated Compounding | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Thermo Fisher Scientific Inc. | Health Care | Life Sciences Tools & Services | Bull | NYSE | Analytical instruments, contrarian, Cyclical Recovery, Laboratory Equipment, Life Sciences Tools, pharmaceuticals, Value | Login |
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