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.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | Fund Letters | Impax Global Environmental Markets Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, Azure, Cloud computing, Enterprise software, growth, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Andvari Associates | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI Computing, Azure, Capacity constraints, Cloud computing, data centers, Enterprise software, infrastructure, SaaS | Login |
| Jun 30, 2025 | Fund Letters | Kovitz Core Equity | MSFT | Microsoft Corporation | Software | Systems Software | Bull | NASDAQ | Azure, cloud infrastructure, Enterprise software, growth, SaaS, technology | Login |
| Jun 30, 2025 | Fund Letters | Aristotle Value Equity Fund | MSFT | Microsoft Corporation | Software & Services | Systems Software | Bull | NASDAQ | AI, Azure, Cloud computing, Enterprise Services, productivity software, SaaS, Software, technology | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista Global Equity Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, productivity tools, SaaS | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, Azure, backlog, cloud, Enterprise software, generative AI | Login |
| Jun 30, 2025 | Fund Letters | Nick Griffin | MSFT | Microsoft Corp. | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, hyperscalers, productivity, Software | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, enterprise, Freecashflow, Moat, Subscription | Login |
| Jun 30, 2025 | Fund Letters | Silas Myers | MSFT | Microsoft Corp. | Information Technology | Systems Software | Bull | NASDAQ | AI, cloud, infrastructure, productivity, Software | Login |
| Jun 30, 2025 | Fund Letters | C.T. Fitzpatrick | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Adoption, Automation, CapEx, cloud, Margins, Partnerships, productivity, Stickiness | Login |
| Jun 30, 2025 | Fund Letters | Ashish Sinha | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial, CapEx, cloud, Ecosystem, enterprise, infrastructure, platform, Software | Login |
| Apr 14, 2025 | Fund Letters | Weitz Large Cap Equity Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, cash generation, Cloud computing, Defensive growth, large-cap, Software, technology | Login |
| Mar 31, 2025 | Fund Letters | Mar Vista Global Equity Fund | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | AI, Azure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS | Login |
| Mar 31, 2025 | Fund Letters | Mar Vistas U.S. Quality | MSFT | Microsoft | Information Technology | Systems Software | Bull | NASDAQ | Azure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, IaaS, PAAS, SaaS | Login |
| Mar 31, 2025 | Fund Letters | Vulcan Value Partners - Small Cap | MSFT | Microsoft Corp. | Information Technology | Software | Bull | NASDAQ | Azure, Cloud computing, double-digit growth, Gaming, Linkedin, Office, Software | Login |
| Mar 31, 2025 | Fund Letters | Vulcan Value Partners - Large Cap | MSFT | Microsoft Corp. | Information Technology | Software | Bull | NASDAQ | AI, Azure, Cloud computing, Equity, Gaming, growth, Linkedin, Office, Software | Login |
| Mar 31, 2025 | Fund Letters | Alger Spectra Fund | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, Office365, productivity software, SaaS | Login |
| Mar 31, 2025 | Fund Letters | Aoris International Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI services, Azure, capital investment, Cloud computing, Copilot, data centers, Enterprise software | Login |
| Mar 31, 2025 | Fund Letters | RiverPark Large Growth | MSFT | Microsoft Corp. | Information Technology | Systems Software | Bull | NASDAQ | AI services, cloud infrastructure, Digital transformation, enterprise, operating leverage, productivity software | Login |
| Mar 31, 2025 | Fund Letters | Kovitz Core Equity | MSFT | Microsoft Corporation | Software | Systems Software | Bull | NASDAQ | AI, capital expenditure, cloud infrastructure, datacenters, Enterprise software, productivity software, ROIC | Login |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service