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 |
|---|---|---|---|---|---|---|---|---|---|---|
| - | Fund Letters | Ithaka US Growth Strategy | AMD | Advanced Micro Devices, Inc. | Information Technology | Semiconductors | Bear | NASDAQ | AI Computing, CPUs, data centers, Gaming, GPUs, high-performance computing, semiconductors | Login |
| - | Fund Letters | Ithaka US Growth Strategy | PLTR | Palantir Technologies Inc. | Information Technology | Application Software | Bull | NYSE | AI, big data analytics, Data Security, defense technology, Enterprise software, generative AI, government contracts | Login |
| - | Fund Letters | Ithaka US Growth Strategy | AMZN | Amazon.com | Consumer Discretionary | Internet & Direct Marketing Retail | Bull | NASDAQ | AWS, Cloud computing, digital advertising, e-commerce, marketplace, Multi-segment, operating leverage | Login |
| - | Fund Letters | Ithaka US Growth Strategy | NOW | ServiceNow, Inc. | Information Technology | Systems Software | Bull | NYSE | AI, Cloud computing, Digital transformation, Enterprise software, IT Service Management, SaaS, workflow automation | Login |
| - | Fund Letters | Curreen Capital | ENR.DE | Siemens Energy | Industrials | Electrical Equipment | Bull | XETRA | Cyclical Recovery, Electricity Transmission, energy infrastructure, Germany, Power generation, spinoff, turnaround, Wind Turbines | Login |
| - | Fund Letters | Curreen Capital | NILB.ST | Nilörn Group | Consumer Discretionary | Textiles, Apparel & Luxury Goods | Bull | Stockholm Stock Exchange | Design Services, dividend, European brands, Fashion labels, Just-in-time delivery, niche market, Returns on Capital, Value | Login |
| - | Fund Letters | Curreen Capital | FTDR | Frontdoor | Consumer Discretionary | Specialized Consumer Services | Bull | NASDAQ | capital allocation, Free Cash Flow, Home Services, market penetration, recurring revenue, Service Plans, spinoff | Login |
| - | Fund Letters | Curreen Capital | VFC | VF Corp | Consumer Discretionary | Apparel, Accessories & Luxury Goods | Bull | NYSE | Apparel Brands, Brand management, capital allocation, dividend cut, new management, turnaround, Value | Login |
| - | Fund Letters | Curreen Capital | TNET | TriNet | Industrials | Human Resource & Employment Services | Bull | NYSE | growth, Human Resources, Outsourcing, Peo, recurring revenue, SMB, Value | Login |
| - | Fund Letters | Curreen Capital | EHAB | Enhabit | Health Care | Health Care Services | Bull | NYSE | Distressed, Healthcare services, Home Healthcare, Hospice, Medicare, spinoff, turnaround, Value | Login |
| - | Fund Letters | Curreen Capital | AAP | Advance Auto Parts | Consumer Discretionary | Automotive Retail | Bull | NYSE | Automotive Aftermarket, Balance sheet repair, Operational Improvement, retail, turnaround, Value | Login |
| - | Fund Letters | Curreen Capital | GETB.L | GetBusy | Information Technology | Application Software | Bull | LSE | Accounting Software, Document management, microcap, multiple expansion, Revenue Growth, SaaS, UK, Value | Login |
| - | Fund Letters | Curreen Capital | CACC | Credit Acceptance | Financials | Consumer Finance | Bull | NASDAQ | Auto finance, capital allocation, consumer finance, market share gains, share repurchases, subprime lending, Value | Login |
| - | Fund Letters | Madison Dividend Income Fund | TEL | TE Connectivity | Information Technology | Electronic Components | Bull | NYSE | Artificial Intelligence, automotive, Cloud computing, Connectors, Dividend Growth, Electric Vehicles, renewable energy, Sensors | Login |
| - | Fund Letters | Madison Dividend Income Fund | ROK | Rockwell Automation | Industrials | Industrial Machinery | Bull | NYSE | Cyclical Recovery, Dividend Growth, Equipment, Industrial automation, manufacturing, Reshoring, supply chain | Login |
| - | Fund Letters | Deep Sail Capital Partners | SHEL.F | Shelly Group AD | Information Technology | Technology Hardware, Storage & Peripherals | Bull | Frankfurt Stock Exchange | Energy Management, European Technology, growth, Home automation, IoT Devices, Smart home, software platform, subscription revenue | Login |
| - | Fund Letters | Deep Sail Capital Partners | VRT | Vertiv Holdings Co | Information Technology | Electronic Equipment, Instruments & Components | Bull | NYSE | AI infrastructure, Cooling Systems, critical infrastructure, Data center infrastructure, Nvidia Blackwell, power solutions, technology hardware | Login |
| - | Fund Letters | Deep Sail Capital Partners | ELF | e.l.f. Beauty Inc. | Consumer Staples | Personal Products | Bull | NYSE | Beauty, consumer staples, Cosmetics, digital marketing, direct-to-consumer, High Growth, Mass retail | Login |
| - | Fund Letters | Deep Sail Capital Partners | TSSI | TSS Inc. | Information Technology | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | data centers, Dell Partnership, infrastructure, IT Solutions, liquid cooling, technology hardware | Login |
| - | Fund Letters | Deep Sail Capital Partners | RKLB | Rocket Lab USA Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | Aerospace, founder-led, growth, Rocket Manufacturing, Satellite Launch, Small Satellites, Space Technology | Login |
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