Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 15, 2024	Fund Letters	Nightview Capital	TSLA	Tesla, Inc.	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	Artificial Intelligence, Automotive Manufacturing, autonomous driving, battery technology, Electric Vehicles, energy storage, Full Self-Driving, growth, Neural Networks, Transformational Technology	Login
Mar 31, 2024	Fund Letters	Baron Partners Fund	TSLA	Tesla, Inc.	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	Artificial Intelligence, automotive, autonomous vehicles, battery technology, China, Electric Vehicles, energy storage, Full Self-Driving, manufacturing, Software	Login
Jan 1, 2024	Fund Letters	Tsai Capital	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla, Inc.	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	autonomous driving, Electric Vehicles, energy storage, EV Manufacturing, renewable energy, Scale Economics, Software Licensing	Login
Dec 31, 2023	Fund Letters	Baron Focused Growth Fund	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla, Inc.	Consumer Discretionary	Automobiles	Bull	NASDAQ	Artificial Intelligence, automotive, autonomous driving, Cybertruck, Electric Vehicles, energy storage, manufacturing, robotics	Login
Dec 31, 2023	Fund Letters	Diamond Hill International	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Spotify Technology	Communication Services	Interactive Media & Services	Bull	NYSE	Audio Streaming, Cost Reduction, digital media, monetization, SaaS, subscription model, technology platform, User Base Growth	Login
Dec 29, 2023	Fund Letters	TGV Compound Fund	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Interactive Brokers Group Inc	Diversified Financials	Investment Banking & Brokerage	Bull	NASDAQ	competitive moat, Customer growth, Electronic Trading, financial services, Online Broker, Professional Trading, risk management, US, Value	Login
Dec 29, 2023	Fund Letters	LMN Capital	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Interactive Brokers Group Inc	Diversified Financials	Investment Banking & Brokerage	Bull	NASDAQ	competitive moat, Customer growth, Electronic Trading, financial services, Fortress Balance Sheet, market volatility, Online Brokerage, Value	Login
Sep 30, 2023	Fund Letters	Baron Asset Fund	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	FactSet Research Systems Inc.	Information Technology	Financial Technology	Bull	NYSE	analytics software, financial data, financial technology, Free Cash Flow, investment management, subscription revenue	Login
Jul 18, 2023	Fund Letters	LVS Advisory - Defensive	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Interactive Brokers	Financials	Investment Banking & Brokerage	Bull	NASDAQ	Automated Trading, Electronic Brokerage, Interest rates, KPI Metrics, Margin Loans, net interest income, Rate Environment, trading volume	Login
Jun 30, 2023	Fund Letters	Diamond Hill International	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Spotify Technology	Communication Services	Interactive Media & Services	Bull	NYSE	Customer Acquisition, Digital Music Streaming, Media Services, profitability, SaaS, Sweden, User growth	Login
Jun 30, 2023	Fund Letters	Cooper Investors Global Equities Fund (Unhedged)	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Interactive Brokers Group Inc	Financials	Capital Markets	Bull	NASDAQ	Automation, Capital markets, Fintech, founder-led, high margins, Interest rates, Online Brokerage, technology	Login
Apr 13, 2023	Fund Letters	LVS Advisory - Defensive	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Interactive Brokers Group Inc	Financials	Investment Banking & Brokerage	Bull	NASDAQ	Balance Sheet Safety, Commission Revenue, Competitive Advantage, Electronic Brokerage, global markets, Interest Rate Upside, market share gains	Login
-	Fund Letters	FCL Capital	TSLA	Tesla, Inc.	Auto Manufacturers	Automobiles	Bear	NASDAQ	automotive technology, Brand risk, Chinese Competition, Competitive Displacement, Electric Vehicles, Post-Growth Company, Short Position, valuation disconnect	Login
Sep 30, 2023	Fund Letters	The London Company SMID Cap	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Vail Resorts	Consumer Discretionary	Hotels, Restaurants & Leisure	Bull	NYSE	Epic Pass, Experience Tourism, Geographic Diversification, Leisure, Outdoor Recreation, recurring revenue, Ski Resorts, subscription model, Supply Constrained, Tourism	Login
Jan 11, 2024	Fund Letters	Infuse Partners	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla Inc	Consumer Discretionary	Automobiles	Bull	NASDAQ	AI, autonomous driving, data advantage, Dojo, Electric Vehicles, Elon Musk, energy storage, innovation, Optimus, robotics	Login
Jan 30, 2024	Fund Letters	Nightview Capital	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla Inc	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	automotive, autonomous driving, Disruptive Technology, Electric Vehicles, energy storage, growth, manufacturing, robotics	Login
Oct 18, 2023	Fund Letters	Nightview Capital	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla, Inc.	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	AI technology, autonomous driving, Charging Infrastructure, clean energy, Electric Vehicles, energy storage, manufacturing	Login
Jul 20, 2023	Fund Letters	Nightview Capital	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla, Inc.	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	Artificial Intelligence, autonomous driving, Data Processing, Electric Vehicles, Equity, IP Licensing, manufacturing, Neural Networks, Software, Supercomputing, vertical integration	Login
May 22, 2023	Fund Letters	Nightview Capital	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Tesla, Inc.	Consumer Discretionary	Automobile Manufacturers	Bull	NASDAQ	Automotive Manufacturing, autonomous driving, battery technology, clean energy, Electric Vehicles, energy storage, Manufacturing Innovation, vertical integration	Login
Mar 31, 2023	Fund Letters	Orbis Global Equity	ACGL\|CHH\|FDS\|GWRE\|IBKR\|IDXX\|MTN\|SPOT\|TSLA	Interactive Brokers Group, Inc.	Financials	Investment Banking & Brokerage	Bull	NASDAQ	Active Trading, Electronic Trading, Equity, Fintech, global markets, Online Brokerage, Scale Economics, Sophisticated Traders, technology platform, White-label	Login

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