Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 23, 2023	Fund Letters	Saltlight Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad Targeting, Artificial Intelligence, digital advertising, iOS Privacy Changes, network effects, Performance Marketing, Personalization, programmatic advertising, social media, user engagement	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms, Inc.	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, efficiency, Messenger, Olympics, Political advertising, Reels, social media, technology, user engagement	Login
Sep 30, 2023	Fund Letters	Aristotle Atlantic Core Equity Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cerner, cloud infrastructure, Database, Enterprise software, Oci, SaaS, synergies, technology	Login
Dec 31, 2023	Fund Letters	NCG SMID Cap Growth Strategy	MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC	Vertiv Holdings	Information Technology	Electronic Equipment & Instruments	Bull	NYSE	AI, backup power, Cloud computing, Datacenter infrastructure, margin expansion, Pure-Play, secular growth, thermal management	Login
Sep 30, 2023	Fund Letters	Mar Vista Strategic Growth Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, ERP, generative AI, Hyperscale Cloud, SaaS	Login
Oct 9, 2023	Fund Letters	Artemis US Select Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI investment, cost-cutting, data centers, digital advertising, growth story, Platform Transition, social media	Login
-	Fund Letters	Kovitz Core Equity	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Hasbro	Consumer Discretionary	Leisure Products	Bull	NASDAQ	brand portfolio, Games, IP monetization, Magic The Gathering, margin expansion, new management, Toys, turnaround	Login
Jul 1, 2023	Fund Letters	Wedgewood Partners	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI infrastructure, Artificial Intelligence, digital advertising, growth, revenue acceleration, social media, technology, user engagement	Login
Jul 18, 2023	Fund Letters	Artemis US Select Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad Tech, Artificial Intelligence, digital advertising, social media, technology, user engagement	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Becton Dickinson and Company	Health Care	Health Care Equipment	Bull	NYSE	Acquisitions Integration, Healthcare Equipment, Hospital Customers, margin expansion, Medical devices, Pricing power, regulatory barriers, supply chain	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	cost discipline, Interactive Media, monetization, Platform Ecosystem, Scale Advantages, social media, strong balance sheet, user engagement	Login
Jan 1, 1970	Fund Letters	ClearBridge Investments Large Cap Value	AVGO\|LLY\|MRK\|NVDA\|ORCL\|PGR	Progressive Corporation	Financials	Property & Casualty Insurance	Bull	NYSE	Auto Insurance, Conservative Portfolio, Data Analytics, market share gains, Pricing power, Property & Casualty Insurance, Telematics, underwriting	Login
Jun 30, 2025	Fund Letters	Polen Capital - Global Growth	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	AI, cloud infrastructure, Database, Enterprise software, SaaS, technology	Login
Mar 31, 2023	Fund Letters	Burke Wealth Managament The Focused Growth Strategy	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	AI investment, cost-cutting, digital advertising, Reels, social media, TikTok Competition, turnaround, workforce reduction	Login

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