Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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
Jan 1, 2024	Fund Letters	Generation Investment Management Global Equity	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific	Health Care Equipment & Services	Life Sciences Tools & Services	Bull	NYSE	biotechnology, Equity, growth, healthcare, Life Sciences Tools, Pharmaceutical Services, Research Instrumentation	Login
Dec 31, 2023	Fund Letters	Parnassus Growth Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	Biotech Tools, Cyclical, Drug Discovery, Healthcare Technology, Laboratory Equipment, life sciences, R&D Services	Login
Dec 31, 2023	Fund Letters	SouthernSun SMID Cap	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Floor & Décor Holdings	Consumer Discretionary	Specialty Retail	Bull	NYSE	Direct Sourcing, Equity, hard-surface flooring, market share gains, Specialty retail, store expansion, Unit economics, Warehouse Format	Login
Dec 31, 2023	Fund Letters	Aristotle Core Equity Fund	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, cash-rich, Cystic fibrosis, Monopoly, Pain Management, pipeline, rare disease, Value	Login
Dec 31, 2023	Fund Letters	Ariel Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Royal Caribbean Group	Consumer Discretionary	Hotels, Restaurants & Leisure	Bull	NYSE	Consumer Discretionary, Cruise, Cyclical, Leisure, operational excellence, Pricing power, Travel	Login
Dec 29, 2023	Fund Letters	Stenham Asset Management	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	Bioprocessing, Biotech, COVID, FDA Approvals, healthcare, life sciences, pharmaceuticals	Login
Nov 8, 2023	Fund Letters	Jackson Peak Capital	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertiv Holdings	Information Technology	Electronic Equipment, Instruments & Components	Bull	NYSE	AI infrastructure, Bull, Cooling Solutions, data centers, Equity, technology infrastructure, thermal management	Login
Nov 8, 2023	Fund Letters	Jackson Peak Capital	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertiv Holdings	Information Technology	Electronic Equipment, Instruments & Components	Bull	NYSE	AI infrastructure, Cooling Solutions, data centers, Equity, technology hardware, thermal management	Login
Sep 30, 2023	Fund Letters	Oakmark Global Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, infrastructure, SaaS, Software	Login
Aug 8, 2023	Fund Letters	Montaka Global Investments	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, growth, Reels, social media, technology, turnaround	Login
Jun 30, 2023	Fund Letters	The Sound Shore Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Database, Digital transformation, Enterprise software, Legacy Technology, Software	Login
Jun 27, 2023	Fund Letters	Bireme Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Cost Reduction, digital advertising, efficiency, Layoffs, operating leverage, social media, technology	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corp	Information Technology	Software	Bull	NYSE	Cerner, cloud, ERP, HCM, infrastructure, SaaS, transformation	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corp	Information Technology	Software	Bull	NYSE	Cerner Acquisition, Cloud computing, cloud infrastructure, ERP, HCM, margin expansion, SaaS	Login
Mar 31, 2023	Fund Letters	ClearBridge Investments All Cap Growth	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	capital allocation, cash flow, cost-cutting, Instagram, operational efficiency, social media, turnaround	Login
Dec 31, 2023	Fund Letters	Harding Loevner Global Equity	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, CRISPR, Cystic fibrosis, Drug Discovery, gene therapy, Orphan drugs, rare disease, Sickle Cell Disease, Type 1 Diabetes	Login
Dec 31, 2023	Fund Letters	The London Company SMID Cap	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro Inc.	Consumer Discretionary	Leisure Products	Bull	NASDAQ	Corporate Simplification, Cost Reduction, deleveraging, Dividend Protection, entertainment, Toys, turnaround	Login

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