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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2023 | Fund Letters | Freddie Lait | GOOGL US | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Regulation, Search | Login |
| Oct 15, 2023 | Fund Letters | Andrew Hill Investment Advisors | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, AI applications, cloud services, Data, Interactive Media, machine learning, Search | Login |
| Sep 30, 2023 | Fund Letters | Madison Sustainable Equity Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Cloud computing, digital advertising, generative AI, search engine, technology, YouTube | Login |
| Sep 30, 2023 | Fund Letters | Stenham Asset Management | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, digital advertising, Ecosystem, innovation, market dominance, Search, technology | Login |
| Sep 30, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI innovation, Artificial Intelligence, Cloud computing, cost discipline, digital advertising, Search, technology, YouTube | Login |
| Jul 1, 2023 | Fund Letters | Trojan Fund from Troy Asset Management | GOOGL | Alphabet Inc. | Software & Services | Internet Software & Services | Bull | NASDAQ | Artificial Intelligence, digital advertising, internet services, large-cap, technology, Value | Login |
| Jun 30, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Cloud computing, digital advertising, SaaS, search engine, technology, YouTube | Login |
| Apr 30, 2023 | Fund Letters | Brasada Focused Equity Strategy | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Neutral | NASDAQ | AI competition, cost structure, digital advertising, Mature Growth, Regulatory risk, search engine, technology | Login |
| Apr 14, 2023 | Fund Letters | George Bolton | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Competition, generative AI, innovation, platform, Search | Login |
| Mar 31, 2023 | Fund Letters | Madison Sustainable Equity Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, Artificial Intelligence, Cost management, Search, technology, YouTube | Login |
| Mar 31, 2023 | Fund Letters | Madison Sustainable Equity Fund | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Artificial Intelligence, Cost management, digital advertising, Internet, Search, technology | Login |
| Mar 31, 2023 | Fund Letters | Oakmark Global Select Fund | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, Android, Cloud computing, Cost Restructuring, margin expansion, search engine, technology platform, valuation, YouTube | Login |
| 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 |
| 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 |
| Jan 30, 2023 | Fund Letters | Atherean Value Fund | GOOGL | Alphabet Inc | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | Acquisitions, capital allocation, digital advertising, FAANG, growth, Monopolistic, Oligopolistic, R&D, search engine, technology, undervalued, Wide Moat | 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 |
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