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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 14, 2023 | Fund Letters | George Bolton | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenters, earnings growth, GPUs, semiconductors | Login |
| Jul 13, 2023 | Fund Letters | Pender Small Cap Opportunities Fund | SYZ.TO | Sylogist Inc. | Information Technology | Application Software | Bull | TSX | Activist Investment, board representation, Enterprise software, growth inflection, Non-Profit Software, organic growth, SaaS | Login |
| Jul 13, 2023 | Fund Letters | Pender Small Cap Opportunities Fund | CPLF.TO | Copperleaf Technologies | Information Technology | Application Software | Bull | TSX | AI, Artificial Intelligence, asset management, Decision Analytics, infrastructure, proprietary data, SaaS, utilities | Login |
| Jul 13, 2023 | Fund Letters | Pender Small Cap Opportunities Fund | IPAR | PAR Technologies | Information Technology | Application Software | Bull | NYSE | AI, Artificial Intelligence, commerce platform, Data Analytics, proprietary data, Restaurant technology, SaaS | Login |
| Jul 13, 2023 | Short Thesis | Spruce Point | HIMS | Hims & Hers Health Inc | Consumer Staples | Health Care Technology | Bear | NYSE | CAC, growth, Prescriptions, Regulation, telehealth | Login |
| Jul 13, 2023 | Short Thesis | Kerrisdale Capital | VSAT | Viasat Inc | Information Technology | Alternative Carriers (Satellite Communications) | Bear | NASDAQ | broadband, debt, Integration, Satellite, Starlink | Login |
| Jul 12, 2023 | Fund Letters | Atai Capital Management | ATVI | Activision Blizzard Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | entertainment, Gaming, Merger Arbitrage, Microsoft Acquisition, Mobile Gaming, Regulatory risk | Login |
| Jul 12, 2023 | Fund Letters | Atai Capital Management | BELFB | Bel Fuse Inc. | Technology | Electronic Equipment, Instruments & Components | Bull | NASDAQ | Aerospace, Electric Vehicles, Electronic Components, manufacturing, margin expansion, Networking, turnaround, Value | Login |
| Jul 12, 2023 | Fund Letters | Atai Capital Management | ALOT | AstroNova Inc. | Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | Aerospace, EBITDA growth, illiquid, Monopoly, Printers, small-cap, turnaround, Value | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | EPAM | EPAM Systems | Information Technology | IT Services | Bull | NYSE | AI, cloud migration, Digital transformation, engineering, geopolitical risk, IT services, net cash, Software Development, turnaround | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | - | Teck Resources | Materials | Diversified Metals & Mining | Bull | TSX | Canada, Commodities, Copper, Electrification, Free Cash Flow, Mining, QB2, supply deficit, takeover target | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | WPM | Wheaton Precious Metals | Materials | Gold | Bull | NYSE | debt, Gold, inflation hedge, Macroeconomic, monetary policy, Portfolio Insurance, Precious Metals, Real Yields, Royalty | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | AMZN | Amazon.com | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | advertising, AWS, Cloud computing, Culture, e-commerce, Free Cash Flow, Logistics, oligopoly, Venture Investments | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | AMD | Advanced Micro Devices | Information Technology | Semiconductors | Bull | NASDAQ | AI, Chiplet Architecture, Cyclical, diversification, Free Cash Flow, Gpu, semiconductors, technology, TSMC | Login |
| Jul 12, 2023 | Fund Letters | White Falcon Capital Management | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM | Nu Holdings | Financials | Consumer Finance | Bull | NYSE | Brazil, Credit, Data Analytics, digital banking, Emerging markets, Fintech, market share, Neobank, ROE | Login |
| Jul 11, 2023 | Fund Letters | Alluvium Global Fund | RYA.L | Ryanair Holdings plc | Industrials | Airlines | Bull | London Stock Exchange | Cost leadership, European Airlines, fleet-expansion, industry consolidation, market share gains, operational efficiency, Short-Haul Travel, Ultra Low-Cost Carrier | Login |
| Jul 11, 2023 | Fund Letters | Old West Capital Management | SMRT | SmartRent, Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | growth, IoT Devices, property management, proptech, real estate technology, recurring revenue, Rental Housing, SaaS, Smart Home Technology, SPAC | Login |
| Jul 11, 2023 | Short Thesis | Guasty Winds | APLD | Applied Digital Corp | Information Technology | IT Services (Data Centers / Hosting) | Bear | NASDAQ | AI, CapEx, Contracts, Crypto, datacenters | Login |
| Jul 11, 2023 | Short Thesis | Bird Dog Research | SURG | SurgePays Inc | Communication Services | Health Care Technology | Bear | NASDAQ | Fintech, Margins, Risk, Scalability, Telecom | Login |
| Jul 10, 2023 | Fund Letters | Matrix Dividend Income | PFE | Pfizer Inc. | Health Care | Pharmaceuticals | Bull | NYSE | dividend yield, earnings growth, healthcare, pharmaceuticals, Post-COVID Transition, vaccines, Value | 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