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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 10, 2023 | Fund Letters | Matrix Large Cap Value Strategy | AAPL|MSFT|NFLX|NVDA|UNH | UnitedHealth Group | Health Care | Health Care Providers & Services | Bull | NYSE | defensive, health insurance, healthcare, market leader, Medical Services, premium valuation, Regulatory risk | Login |
| - | Fund Letters | Ithaka US Growth Strategy | AAPL|MSFT|NFLX|NVDA|UNH | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, Operating Systems, Productivity Applications, software platforms | Login |
| - | Fund Letters | Ithaka US Growth Strategy | AAPL|MSFT|NFLX|NVDA|UNH | NVIDIA Corp. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | Artificial Intelligence, autonomous driving, data center, Gaming, Gpu, machine learning, semiconductors, technology hardware, Visual Computing | Login |
| Jul 1, 2023 | Fund Letters | Wedgewood Partners | AAPL|MSFT|NFLX|NVDA|UNH | Microsoft | Information Technology | Software | Bull | NASDAQ | Azure, Cloud computing, Digital transformation, double-digit growth, Enterprise software, Office365, productivity software, SaaS | Login |
| Jul 1, 2023 | Fund Letters | Wedgewood Partners | AAPL | Apple | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | App Store, asset-light, Ecosystem, high-margin, Mobile Economy, Returns on Capital, services, Smartphones | Login |
| Jun 30, 2023 | Fund Letters | Stewart Asset Management | AAPL|MSFT|NFLX|NVDA|UNH | Nvidia Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, data center, Gaming, Gpu, growth, Hardware, networking equipment, semiconductors, Software, technology | Login |
| Jul 18, 2023 | Fund Letters | Avenue Investment Management | AAPL | Apple Inc. | Technology Hardware, Storage & Peripherals | Technology Hardware, Storage & Peripherals | Bear | NASDAQ | China Manufacturing, consumer electronics, large-cap, overvalued, Smartphones, technology hardware, Trade Tensions, Valuation risk | Login |
| - | Fund Letters | Ithaka US Growth Strategy | AAPL|MSFT|NFLX|NVDA|UNH | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, OpenAI, productivity software, Search | Login |
| - | Fund Letters | Ithaka US Growth Strategy | AAPL|MSFT|NFLX|NVDA|UNH | NVIDIA Corp. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | Artificial Intelligence, automotive, ChatGPT, data center, Gaming, Gpu, growth, machine learning, semiconductors, Visual Computing | Login |
| Mar 31, 2023 | Fund Letters | Burke Wealth Managament The Focused Growth Strategy | AAPL|MSFT|NFLX|NVDA|UNH | Nvidia Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | Accelerated Computing, AI revolution, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology | Login |
| - | Fund Letters | Aristotle Core Equity Fund | AAPL | Apple Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bear | NASDAQ | AI, China, competitive dynamics, consumer electronics, Handsets, Smartphones, technology | Login |
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