Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 31, 2024	Fund Letters	Renaissance Investment Management - Large Cap Growth	AVGO	Broadcom Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI Chipsets, cloud infrastructure, data centers, margin expansion, semiconductor solutions, software integration, VMware Acquisition	Login
Sep 30, 2024	Fund Letters	Columbia Global Technology Growth Fund	AVGO	Broadcom Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI revolution, Artificial Intelligence, capital allocation, custom chips, market dominance, Networking Infrastructure, semiconductors	Login
Jul 6, 2024	Fund Letters	Spree Capital Advisers	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc	Software & Services	Systems Software	Bull	NASDAQ	cloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology	Login
Jun 30, 2024	Fund Letters	Mar Vista Focus Fund	AVGO	Broadcom Inc.	Semiconductors & Semiconductor Equipment	Semiconductors	Bull	NASDAQ	AI accelerators, ASIC chips, custom silicon, hyperscalers, infrastructure software, semiconductors, Virtualization Software, Vmware	Login
Jun 30, 2024	Fund Letters	Mar Vista Global Equity Fund	AVGO	Broadcom Inc.	Information Technology	Semiconductors	Bull	NASDAQ	AI accelerators, Asic, custom silicon, hyperscalers, infrastructure software, semiconductors, subscription model, Virtualization, Vmware	Login
Jun 30, 2024	Fund Letters	Mar Vista Strategic Growth Fund	AVGO	Broadcom Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	acquisition, AI accelerators, Asic, custom silicon, hyperscalers, infrastructure software, semiconductors, subscription model, Virtualization, Vmware	Login
Jun 30, 2024	Fund Letters	Columbia Global Technology Growth Fund	AVGO	Broadcom Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, infrastructure, Long-term holding, Revenue Growth, Secular Trend, semiconductors	Login
Apr 18, 2024	Fund Letters	The Bristol Gate U.S. Equity Strategy	AVGO	Broadcom Inc	Information Technology	Semiconductors	Bull	NASDAQ	Artificial Intelligence, custom chips, growth, hyperscale, Networking, semiconductors	Login
Jun 30, 2023	Fund Letters	Centerstone Investors Fund	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Aging Vehicle Fleet, Automotive Aftermarket, Distribution Infrastructure, Dual Market Strategy, market leader, market share gains, Non-Discretionary, Professional Pricing	Login
Dec 31, 2023	Fund Letters	Polen Capital - Global Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1, healthcare innovation, obesity treatment, pharmaceuticals, secular growth	Login
Sep 30, 2023	Fund Letters	Polen Capital - Global Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk A/S	Health Care	Pharmaceuticals	Bull	NASDAQ	Blockbuster Drugs, Denmark, Diabetes, GLP-1, healthcare innovation, Obesity, pharmaceuticals	Login
Sep 30, 2023	Fund Letters	Polen Capital - International Growth	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1 drugs, Metabolic Diseases, Obesity, Ozempic, pharmaceuticals, Wegovy	Login
Oct 1, 2023	Fund Letters	Wedgewood Partners	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Automotive Aftermarket, DIFM, distribution network, DIY, market share, retailer, ROIC, Share Buybacks	Login
-	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc.	Software & Services	Systems Software	Bull	NASDAQ	ARR growth, Cloud software, cybersecurity, endpoint protection, IT Security, SaaS	Login
-	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc.	Information Technology	Systems Software	Bull	NASDAQ	cloud security, cybersecurity, endpoint protection, growth, SaaS, SIEM, technology	Login
-	Fund Letters	Brown Capital Management International All Company Fund	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Biotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	AVGO\|LLY\|MRK\|NVDA\|ORCL\|PGR	Progressive Corporation	Financials	Property & Casualty Insurance	Bull	NYSE	Auto Insurance, Conservative Portfolio, Data Analytics, market share gains, Pricing power, Property & Casualty Insurance, Telematics, underwriting	Login
-	Fund Letters	ClearBridge Investments All Cap Growth	AVGO	Broadcom Inc	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, cloud infrastructure, custom silicon, Enterprise software, semiconductors, technology	Login
-	Fund Letters	ClearBridge Investments Large Cap Value	AVGO	Broadcom Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, custom silicon, Durable Growth, Low-20s P/E, Mid-Teens EPS Growth, semiconductors, Subscription-Based, VMware Acquisition	Login

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