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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | AI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube | Login |
| Sep 30, 2023 | Fund Letters | Polen Capital - Global Growth | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Cloud computing, digital advertising, Free Cash Flow, SaaS, search engine, technology | Login |
| Sep 30, 2023 | Fund Letters | Mar Vista Strategic Growth Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI leadership, Cloud computing, data advantage, digital advertising, generative AI, Google, search engine, YouTube | Login |
| Oct 18, 2023 | Fund Letters | Nightview Capital | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI technology, Cloud computing, digital advertising, SaaS, search engine, technology conglomerate | Login |
| Jul 1, 2023 | Fund Letters | Wedgewood Partners | GOOGL | Alphabet | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Automation, Cloud computing, digital advertising, engineering, profitability, Revenue Growth, search engine | Login |
| Apr 9, 2025 | Fund Letters | City Different Investments - Global Equity | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Capital-light, defensive, efficiency, innovation, platform, Tariff-resistant, technology | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Chatbot, market share, premium multiple, R&D investment, search engine, technology | Login |
| May 22, 2023 | Fund Letters | Nightview Capital | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI technology, Cloud computing, digital advertising, Media Platform, SaaS, search engine, technology, Video Streaming | Login |
| - | Fund Letters | Aristotle Value Equity Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Android, Artificial Intelligence, Cloud computing, digital advertising, market dominance, search engine, subscription services, YouTube | Login |
| - | Fund Letters | Kovitz Core Equity | GOOGL | Alphabet Inc Class A | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI Overviews, Cloud computing, Diversified Platform, innovation, Quantum Computing, search engine, technology leadership | Login |
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