Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| - | 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 | Aristotle Value Equity Fund | APD | Air Products and Chemicals, Inc. | Materials | Industrial Gases | Bull | NYSE | clean energy, Hydrogen, Industrial Gases, long-term contracts, Megaprojects, oligopoly, Onsite Delivery, Take-or-Pay | Login |
| - | Fund Letters | Aristotle Value Equity Fund | SONY | Sony Group Corporation | Consumer Discretionary | Consumer Electronics | Bull | NYSE | Content IP, entertainment, Gaming, Image-sensors, Music streaming, Platform Owner, PlayStation, semiconductors | Login |
| - | Fund Letters | Aristotle Value Equity Fund | ADBE | Adobe Inc. | Software & Services | Application Software | Bull | NASDAQ | Artificial Intelligence, Creative Cloud, creative software, digital media, Enterprise software, generative AI, SaaS, subscription model | Login |
| - | Fund Letters | Rodrigo Benedetti | EVO.ST | Evolution Gaming | Consumer Discretionary | Casinos & Gaming | Bull | Stockholm Stock Exchange | Europe, Gaming, insider buying, live casino, Online-Gaming, Regulatory risk, turnaround, US market, Value | Login |
| - | Fund Letters | Rodrigo Benedetti | RXST | RxSight | Health Care | Health Care Equipment | Bull | NASDAQ | cash-rich, Cataract Surgery, Healthcare Equipment, medical technology, Ophthalmology, Premium IOL, turnaround, UV Light Technology, Value | Login |
| - | Fund Letters | ClearBridge Investments All Cap Growth | PLTR | Palantir Technologies Inc | Information Technology | Software | Bull | NYSE | AI, Commercial, Data Analytics, Government, platform, SaaS | Login |
| - | Fund Letters | ClearBridge Investments All Cap Growth | SNPS | Synopsys Inc | Information Technology | Software | Bull | NASDAQ | Design Automation, duopoly, Eda, high-margin, semiconductors, Software | Login |
| - | Fund Letters | ClearBridge Investments All Cap Growth | ALNY | Alnylam Pharmaceuticals Inc | Health Care | Biotechnology | Bull | NASDAQ | biotechnology, Commercial Stage, pipeline, Platform Technology, rare diseases, RNA Interference | Login |
| - | Fund Letters | Wedgewood Partners | URI | United Rentals Inc. | Industrials | Trading Companies & Distributors | Bull | NYSE | consolidation, construction, Equipment Rental, Industrial, infrastructure, market share, network effects, secular growth | Login |
| - | Fund Letters | ClearBridge Investments All Cap Growth | NVO | Novo Nordisk A/S | Health Care | Pharmaceuticals | Bull | NYSE | Biotech, Diabetes, GLP-1, healthcare, Obesity, pharmaceuticals | Login |
| - | Fund Letters | Wedgewood Partners | ORLY | O'Reilly Automotive Inc. | Consumer Discretionary | Automotive Retail | Bull | NASDAQ | Automotive Aftermarket, market share, Professional Customers, retail, Returns on Capital, Value, West Coast | Login |
| - | Fund Letters | ClearBridge Investments All Cap Growth | AVGO | Broadcom Inc | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, cloud infrastructure, custom silicon, Enterprise software, semiconductors, technology | Login |
| - | Fund Letters | Wedgewood Partners | V | Visa Inc. | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | Cross-Border, digital payments, Fintech, growth, network effects, Payments, Transaction Processing | Login |
| - | Fund Letters | ClearBridge Investments All Cap Growth | NFLX | Netflix Inc | Communication Services | Entertainment | Bull | NASDAQ | entertainment, Global, growth, SaaS, Streaming, Subscription | Login |
| - | Fund Letters | Leaven Partners | 6715.T | Nakayo, Inc. | Information Technology | Communications Equipment | Bull | Tokyo Stock Exchange | balance sheet strength, Catalyst, Communications Equipment, deep value, Japanese Small-Cap, liquidation value, telecommunications, tender offer, turnaround, Value | Login |
| Jan 1, 1970 | Fund Letters | Curreen Capital | HAVAS.AS | Havas | Communication Services | Advertising | Bull | Euronext Amsterdam | advertising, Communications, Equity, france, Marketing Services, Media Buying, spinoff, Value | Login |
| - | Fund Letters | Third Avenue Value Fund | 6951.T | JEOL Ltd. | Technology Hardware & Equipment | Electronic Equipment, Instruments & Components | Bull | Tokyo Stock Exchange | activist investor, Double-digit FCF Yield, Electron Microscopes, EUV lithography, Japan, Multi-beam Mask Writers, net cash, scientific instruments, semiconductor equipment, Value | Login |
| - | Fund Letters | JDP Capital | RDFN | Redfin Corporation | Real Estate | Real Estate Services | Bull | NASDAQ | Customer Acquisition, Cyclical, housing market, M&A, mortgage origination, Real Estate Brokerage, technology platform, Value | Login |
| - | Fund Letters | JDP Capital | SPOT | Spotify Technology S.A. | Communication Services | Interactive Media & Services | Bull | NYSE | advertising, Audio Streaming, Free Cash Flow, Linear Media Shift, Media Services, operating leverage, Podcasting, SaaS, Subscription | Login |
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