Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 6, 2024	Fund Letters	Spree Capital Advisers	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	CrowdStrike Holdings Inc	Software & Services	Systems Software	Bull	NASDAQ	cloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology	Login
Jun 30, 2024	Fund Letters	Mar Vista Focus Fund	MSFT	Microsoft Corporation	Software	Systems Software	Bull	NASDAQ	ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, IaaS, PAAS, productivity software, SaaS	Login
Jun 30, 2024	Fund Letters	Alger Spectra Fund	MSFT	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, enterprise, Equity, growth, productivity software, Software	Login
May 23, 2024	Fund Letters	RGA Investment Advisors	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	digital advertising, growth, large-cap, Metaverse, operating leverage, social media, technology, virtual reality	Login
Mar 31, 2024	Fund Letters	Ithaka US Growth Strategy	MSFT	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Copilot, Enterprise software, growth, productivity software, SaaS	Login
Mar 31, 2024	Fund Letters	The London Company Income Equity	MSFT	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Digital transformation, earnings growth, Systems Software, Valuation risk	Login
Mar 31, 2024	Fund Letters	Mar Vista Focus Fund	MSFT	Microsoft	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS	Login
Mar 9, 2024	Fund Letters	Concentrated Compounding	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	Analytical instruments, contrarian, Cyclical Recovery, Laboratory Equipment, Life Sciences Tools, pharmaceuticals, Value	Login
Feb 2, 2024	Fund Letters	LVS Advisory - Event Driven	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix	Communication Services	Entertainment	Bull	NASDAQ	Ad-supported tier, cost-cutting, entertainment, growth, high conviction, Largest Position, Let Winners Run, Paid Sharing, Revenue Growth, Streaming	Login
Jan 23, 2024	Fund Letters	Ironvine Capital Partners	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Software & Services	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Enterprise software, high-ROIC, network effects, SaaS, Scale Advantages, subscription model	Login
Jan 1, 2024	Fund Letters	Generation Investment Management Global Equity	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific	Health Care Equipment & Services	Life Sciences Tools & Services	Bull	NYSE	biotechnology, Equity, growth, healthcare, Life Sciences Tools, Pharmaceutical Services, Research Instrumentation	Login
Jan 1, 2024	Fund Letters	Avenir Corporation	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Software & Services	Systems Software	Bull	NASDAQ	AI, Azure, capital allocation, cloud services, Enterprise software, SaaS, technology	Login
Dec 31, 2023	Fund Letters	Parnassus Growth Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	Biotech Tools, Cyclical, Drug Discovery, Healthcare Technology, Laboratory Equipment, life sciences, R&D Services	Login
Dec 31, 2023	Fund Letters	Baron Opportunity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Information Technology	Semiconductors	Bull	NASDAQ	Accelerated Computing, AI, data centers, GPUs, growth, semiconductors, technology	Login
Dec 31, 2023	Fund Letters	Baron Opportunity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Software & Services	Systems Software	Bull	NASDAQ	AI, Azure, Cloud computing, growth, SaaS, Software, technology	Login
Dec 31, 2023	Fund Letters	Aoris International Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	AI, Azure, Cloud computing, innovation, product development, Software, Teams, technology, value creation	Login
Dec 31, 2023	Fund Letters	Ensemble Capital	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix	Communication Services	Entertainment	Bull	NASDAQ	advertising, Content, entertainment, Global, growth, media, Streaming, Subscription, technology, turnaround	Login
Dec 31, 2023	Fund Letters	SouthernSun SMID Cap	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Floor & Décor Holdings	Consumer Discretionary	Specialty Retail	Bull	NYSE	Direct Sourcing, Equity, hard-surface flooring, market share gains, Specialty retail, store expansion, Unit economics, Warehouse Format	Login
Dec 31, 2023	Fund Letters	RiverPark Large Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix, Inc.	Communication Services	Entertainment	Bull	NASDAQ	Ad-supported tier, Content, Free Cash Flow, operating leverage, Pricing power, Streaming, Subscription	Login
Dec 31, 2023	Fund Letters	RiverPark Large Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corp.	Information Technology	Systems Software	Bull	NASDAQ	Azure, Cloud computing, Digital transformation, Enterprise software, Free Cash Flow, market leader, operating leverage	Login

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