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
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
Dec 31, 2023	Fund Letters	Ariel Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Royal Caribbean Group	Consumer Discretionary	Hotels, Restaurants & Leisure	Bull	NYSE	Consumer Discretionary, Cruise, Cyclical, Leisure, operational excellence, Pricing power, Travel	Login
Dec 31, 2023	Fund Letters	Meridian Hedged Equity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corp.	Information Technology	Systems Software	Bull	NASDAQ	AI Copilots, Artificial Intelligence, Cloud computing, Premium Upselling, productivity software, technology, valuation concerns	Login
Dec 29, 2023	Fund Letters	Stenham Asset Management	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Thermo Fisher Scientific Inc.	Health Care	Life Sciences Tools & Services	Bull	NYSE	Bioprocessing, Biotech, COVID, FDA Approvals, healthcare, life sciences, pharmaceuticals	Login
Dec 29, 2023	Fund Letters	Stenham Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, Enterprise software, large-cap, SaaS, technology	Login
Oct 26, 2023	Fund Letters	O'Keefe Stevens Advisory, Inc	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Neutral	NASDAQ	Artificial Intelligence, Gpu, Management Quality, market leader, Position Reduction, semiconductors, technology, valuation concerns	Login
Oct 26, 2023	Fund Letters	Distillate Capital Small/Mid Cap Quality & Value	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Neutral	NASDAQ	Artificial Intelligence, Gpu, market leader, Options Hedging, Position Reduction, semiconductors, technology, valuation	Login
Oct 25, 2023	Fund Letters	Templeton & Phillips Capital Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Plans	Bull	NYSE	Aging demographics, Data Analytics, Dividend Growth, Free Cash Flow, healthcare, Healthcare Payer, Healthcare Provider, home care, machine learning, OptumCare, Value	Login
Oct 15, 2023	Fund Letters	Andrew Hill Investment Advisors	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Technology	Software	Bull	NASDAQ	AI, AI applications, Cloud computing, Enterprise software, Software, technology infrastructure	Login
Oct 15, 2023	Fund Letters	Andrew Hill Investment Advisors	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Artificial Intelligence, Chips, Gpu, market leader, semiconductors, Technology leader	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

Follow Us On: