Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersRiverPark Large GrowthMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI services, cloud infrastructure, Digital transformation, enterprise, operating leverage, productivity software
Mar 31, 2025Fund LettersKovitz Core EquityMSFT Microsoft Corporation SoftwareSystems Software Bull NASDAQAI, capital expenditure, cloud infrastructure, datacenters, Enterprise software, productivity software, ROIC
Mar 26, 2025Fund LettersAndrew Hill Investment AdvisorsMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAAA Credit Rating, Artificial Intelligence, Cloud computing, Copilot, M365, Software, Subscription
Mar 1, 2025Fund LettersL1 Capital International FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQAI, Azure, Cloud computing, Enterprise software, Long-term Value, Magnificent 7, technology
Dec 31, 2024Fund LettersMairs & Power - Growth FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, data centers, Enterprise software, Large Cap Technology, Monopoly, Office Productivity, Software
Dec 31, 2024Fund LettersAlger Spectra FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI services, Azure, capital expenditures, Cloud computing, Corporate Digitization, OpenAI, Software
Dec 19, 2024Fund LettersAndrew Hill Investment AdvisorsMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Carbon Negative, Cloud computing, Co-Pilot, Enterprise software, productivity software, Sustainability
Dec 1, 2024Fund LettersL1 Capital International FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, Artificial Intelligence, Azure, Cloud computing, Enterprise software, infrastructure, Pricing power, SaaS, Software, technology
Sep 30, 2024Fund LettersThe London Company Income EquityMSFT Microsoft Corporation Information TechnologySystems Software Neutral NASDAQActivision, AI, Cloud computing, EV/EBITDA, Revenue Growth, Software, technology, valuation
Sep 30, 2024Fund LettersAlger Spectra FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, productivity software, technology
Sep 30, 2024Fund LettersMar Vista Global Equity FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, platform, productivity tools, SaaS
Jul 6, 2024Fund LettersSpree Capital AdvisersAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT CrowdStrike Holdings Inc Software & ServicesSystems Software Bull NASDAQcloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology
Jun 30, 2024Fund LettersMar Vista Focus FundMSFT Microsoft Corporation SoftwareSystems Software Bull NASDAQChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, IaaS, PAAS, productivity software, SaaS
Jun 30, 2024Fund LettersAlger Spectra FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, enterprise, Equity, growth, productivity software, Software
May 23, 2024Fund LettersRGA Investment AdvisorsADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQdigital advertising, growth, large-cap, Metaverse, operating leverage, social media, technology, virtual reality
Mar 31, 2024Fund LettersIthaka US Growth StrategyMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Copilot, Enterprise software, growth, productivity software, SaaS
Mar 31, 2024Fund LettersThe London Company Income EquityMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, earnings growth, Systems Software, Valuation risk
Mar 31, 2024Fund LettersMar Vista Focus FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS
Mar 9, 2024Fund LettersConcentrated CompoundingADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEAnalytical instruments, contrarian, Cyclical Recovery, Laboratory Equipment, Life Sciences Tools, pharmaceuticals, Value
Feb 2, 2024Fund LettersLVS Advisory - Event DrivenAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQAd-supported tier, cost-cutting, entertainment, growth, high conviction, Largest Position, Let Winners Run, Paid Sharing, Revenue Growth, Streaming

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