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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 27, 2025 | Value Investors Club | utah1009 | AMKR | Amkor Technology, Inc. | Information Technology | Semiconductor Materials & Equipment | Bull | NASDAQ | CHIPS Act, OSAT, Semi Conductors, Takeout premium | Login |
| Mar 27, 2025 | Short Thesis | Gotham City Research | KD | Kyndryl Holdings Inc | Information Technology | IT Consulting & Other Services | Bear | NYSE | IT services, Legacy, leverage, Margins, Outsourcing | Login |
| Mar 27, 2025 | Short Thesis | Muddy Waters | APP | AppLovin Corp | Communication Services | Interactive Media & Services | Bear | NASDAQ | adtech, AT&T, Gaming, leverage, user acquisition | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AAA Credit Rating, Artificial Intelligence, Cloud computing, Copilot, M365, Software, Subscription | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | GRMN | Garmin Ltd. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Aviation, Diversified Markets, Fitness, GPS Technology, Marine, technology leadership, Wearables | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | DUK | Duke Energy Corporation | Utilities | Electric Utilities | Bull | NYSE | data centers, defensive, dividend, Eastern US, low risk, Regulated, utilities | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | AMZN | Amazon.com, Inc. | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | Artificial Intelligence, AWS, Cloud computing, e-commerce, Enterprise Services, Logistics, revenue diversification | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Artificial Intelligence, brand loyalty, cash position, Ecosystem, innovation, subscription services, technology | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | NFLX | Netflix, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Content Creation, entertainment, market dominance, Software, Streaming, Subscription, Tariff Immune | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | JPM | JPMorgan Chase & Co. | Financials | Diversified Banks | Bull | NYSE | banking, diversified revenue, financial services, investment banking, Macro Resilient, strong balance sheet | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | PGR | Progressive Corporation | Financials | Property & Casualty Insurance | Bull | NYSE | climate change, Competitive Advantage, Insurance, market share, Property & Casualty, underwriting | Login |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | JNJ | Johnson & Johnson | Health Care | Pharmaceuticals | Bull | NYSE | AAA Credit Rating, defensive, dividend, drug pipeline, growth, healthcare, pharmaceuticals | Login |
| Mar 26, 2025 | Fund Letters | Silver Beech Capital | RTO | Rentokil Initial | Commercial & Professional Services | Environmental & Facilities Services | Bull | NYSE | activist involvement, consolidation, Equity, M&A Integration, pest control, recurring revenue, Route Density, Scale Benefits, turnaround, US Relisting, Value | Login |
| Mar 26, 2025 | Twitter / X | @everyonehatesp1 | NCI.V | NTG Clarity Networks Inc | Information Technology | Software Development | Bull | Toronto Stock Exchange Venture Exchange | backlog, Contracts, EBITDA, Guide, Likely, Nci, Ramp, Saudi | Login |
| Mar 26, 2025 | Twitter / X | @AltayCapital | 9355 | Rinko Corp | Industrials | Marine Ports & Services | Bear | Toronto Stock Exchange | assets, Japan, LNG, Logistics, Niigata, Port, Profitable, Rinko | Login |
| Mar 26, 2025 | Value Investors Club | thrive25 | ICGC | Irish Continental Group | Industrials | Marine Transportation | Bull | Euronext Stock Exchange | Brexit tailwinds, buyback, Container shipping, duty-free, Ferries, inflation hedge, Ports, Transportation | Login |
| Mar 26, 2025 | Value Investors Club | lpartners | RYAM | Rayonier Advanced Materials | Materials | Specialty Chemicals | Bull | NYSE | 2G bioethanol, Biomaterials, Cellulose, Cellulose specialties, FCF inflection, Fluff pulp, HPC | Login |
| Mar 26, 2025 | Value Investors Club | StockOperator | MQ | Marqeta, Inc. | Information Technology | Payment Processing | Bull | NASDAQ | BaaS, Block/Cash App, BNPL, buybacks, CEO search, Embedded finance, SBC | Login |
| Mar 26, 2025 | Substack | Da Metropolitan | NANX | Solesence | Other | - | Bull | - | beauty industry, Colorescience, Customer concentration, growth, Margins, mineral sunscreens, Solesence, SPF makeup, uplisting, zinc oxide | Login |
| Mar 26, 2025 | Short Thesis | NINGI Research | COCO | Vita Coco Co Inc/The | Consumer Staples | Soft Drinks | Bear | NASDAQ | Beverages, Coconut water, Competition, inflation, valuation | Login |
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