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 | Orbis Global Equity | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI chips, Artificial Intelligence, Cloud computing, contrarian, digital advertising, internet services, Mobile Operating System, search engine, Share Buybacks, technology, Value, Video Platform | Login |
| Apr 30, 2024 | Fund Letters | Lakehouse Global Growth Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, cash-rich, Cloud computing, digital advertising, operating leverage, search engine, technology platform, TPU Chips, YouTube | Login |
| Apr 15, 2024 | Fund Letters | Nightview Capital | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, Cloud computing, digital advertising, distribution network, large language models, Multi-modal AI, SaaS, search engine, Value | Login |
| Apr 1, 2024 | Fund Letters | Bronte Capital Amalthea Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI development, digital advertising, Global GDP Share, growth, Large-cap tech, Online Advertising, search engine, technology | Login |
| Mar 31, 2024 | Fund Letters | Appalaches Capital | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Behavioral Mispricing, contrarian, cost-cutting, market dominance, search engine, technology | Login |
| Jan 2, 2024 | Fund Letters | JB Global Capital | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | Android, Artificial Intelligence, Cloud computing, Data Analytics, digital advertising, Mobile computing, network effects, Platform business, search engine, YouTube | Login |
| Jan 1, 2024 | Fund Letters | Tsai Capital | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI technology, Cloud computing, Digital Ecosystem, network effects, Online Advertising, search engine, Video Streaming | Login |
| Dec 31, 2023 | Fund Letters | Freddie Lait | GOOGL US | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Regulation, Search | Login |
| Oct 15, 2023 | Fund Letters | Andrew Hill Investment Advisors | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, AI applications, cloud services, Data, Interactive Media, machine learning, Search | Login |
| Sep 30, 2023 | Fund Letters | Madison Sustainable Equity Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Cloud computing, digital advertising, generative AI, search engine, technology, YouTube | Login |
| Sep 30, 2023 | Fund Letters | Stenham Asset Management | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, digital advertising, Ecosystem, innovation, market dominance, Search, technology | Login |
| Sep 30, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI innovation, Artificial Intelligence, Cloud computing, cost discipline, digital advertising, Search, technology, YouTube | Login |
| Jul 1, 2023 | Fund Letters | Trojan Fund from Troy Asset Management | GOOGL | Alphabet Inc. | Software & Services | Internet Software & Services | Bull | NASDAQ | Artificial Intelligence, digital advertising, internet services, large-cap, technology, Value | Login |
| Jun 30, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Cloud computing, digital advertising, SaaS, search engine, technology, YouTube | Login |
| Apr 30, 2023 | Fund Letters | Brasada Focused Equity Strategy | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Neutral | NASDAQ | AI competition, cost structure, digital advertising, Mature Growth, Regulatory risk, search engine, technology | Login |
| Apr 14, 2023 | Fund Letters | George Bolton | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Competition, generative AI, innovation, platform, Search | Login |
| Mar 31, 2023 | Fund Letters | Madison Sustainable Equity Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, Artificial Intelligence, Cost management, Search, technology, YouTube | Login |
| Mar 31, 2023 | Fund Letters | Madison Sustainable Equity Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Artificial Intelligence, Cost management, digital advertising, Internet, Search, technology | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | AI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube | Login |
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