Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersBrown Capital Management International All Company FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Novo Nordisk Health CarePharmaceuticals Bull NYSEBiotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy
Jan 1, 1970Fund LettersClearBridge Investments Large Cap ValueAVGO|LLY|MRK|NVDA|ORCL|PGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, Conservative Portfolio, Data Analytics, market share gains, Pricing power, Property & Casualty Insurance, Telematics, underwriting
-Fund LettersClearBridge Investments All Cap GrowthAVGO Broadcom Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, cloud infrastructure, custom silicon, Enterprise software, semiconductors, technology
-Fund LettersClearBridge Investments Large Cap ValueAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, custom silicon, Durable Growth, Low-20s P/E, Mid-Teens EPS Growth, semiconductors, Subscription-Based, VMware Acquisition

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