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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Mar 26, 2025 | Fund Letters | Andrew Hill Investment Advisors | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AAA Credit Rating, Artificial Intelligence, Cloud computing, Copilot, M365, Software, Subscription | Login |
| Mar 1, 2025 | Fund Letters | L1 Capital International Fund | MSFT | Microsoft | Information Technology | Systems Software | Bull | NASDAQ | AI, Azure, Cloud computing, Enterprise software, Long-term Value, Magnificent 7, technology | Login |
| Dec 31, 2024 | Fund Letters | Mairs & Power - Growth Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, data centers, Enterprise software, Large Cap Technology, Monopoly, Office Productivity, Software | Login |
| Dec 31, 2024 | Fund Letters | Alger Spectra Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI services, Azure, capital expenditures, Cloud computing, Corporate Digitization, OpenAI, Software | Login |
| Dec 19, 2024 | Fund Letters | Andrew Hill Investment Advisors | MSFT | Microsoft Corporation | Information Technology | Software | Bull | NASDAQ | Artificial Intelligence, Azure, Carbon Negative, Cloud computing, Co-Pilot, Enterprise software, productivity software, Sustainability | Login |
| Dec 1, 2024 | Fund Letters | L1 Capital International Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI, Artificial Intelligence, Azure, Cloud computing, Enterprise software, infrastructure, Pricing power, SaaS, Software, technology | Login |
| Sep 30, 2024 | Fund Letters | The London Company Income Equity | MSFT | Microsoft Corporation | Information Technology | Systems Software | Neutral | NASDAQ | Activision, AI, Cloud computing, EV/EBITDA, Revenue Growth, Software, technology, valuation | Login |
| Sep 30, 2024 | Fund Letters | Alger Spectra Fund | MSFT | Microsoft Corporation | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, productivity software, technology | Login |
| Sep 30, 2024 | Fund Letters | Mar Vista Global Equity Fund | MSFT | Microsoft | Information Technology | Systems Software | Bull | NASDAQ | Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, platform, productivity tools, SaaS | Login |
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