Investment Pitches

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Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	NVIDIA Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI, Gpu, growth, risk management, semiconductors, technology	Login
Sep 30, 2023	Fund Letters	ClearBridge Investments All Cap Growth	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Ad-supported, ARPU, Content, media, Streaming, Subscription	Login
Sep 30, 2023	Fund Letters	Oakmark Global Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NYSE	Cloud computing, Database, Digital transformation, Enterprise software, infrastructure, SaaS, Software	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - All Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, growth, health insurance, Healthcare services, Integrated Model, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Focus Plus	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, Dual Engine Growth, health insurance, Healthcare services, market leadership, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Large Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, diversified revenue, health insurance, Healthcare services, Integrated Care, market leader, network effects, Optum, Scale Advantages	Login
Sep 30, 2023	Fund Letters	Vulcan Value Partners - Small Cap	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc.	Health Care	Managed Health Care	Bull	NYSE	Demographics, healthcare, Healthcare services, Insurance, Integrated Model, network effects, Optum, Scale Advantages	Login
Aug 8, 2023	Fund Letters	Montaka Global Investments	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms	Communication Services	Interactive Media & Services	Bull	NASDAQ	Artificial Intelligence, digital advertising, growth, Reels, social media, technology, turnaround	Login
Aug 8, 2023	Fund Letters	Montaka Global Investments	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Azure, Cloud computing, growth, Office 365, SaaS, technology	Login
Jul 10, 2023	Fund Letters	Matrix Dividend Income	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group	Health Care	Health Care Providers & Services	Bull	NYSE	defensive, health insurance, healthcare, market leader, Medical Services, Optum, value opportunity	Login
Jul 1, 2023	Fund Letters	Trojan Fund from Troy Asset Management	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Microsoft Corporation	Software & Services	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, large-cap, Software, technology, Value	Login
Jun 30, 2023	Fund Letters	Magellan Global Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	Ad-supported, Content, entertainment, margin expansion, Platform Monetization, revenue diversification, Streaming, Subscription	Login
Jun 30, 2023	Fund Letters	ClearBridge Investments Large Cap Growth Strategy	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Nvidia Corporation	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	Artificial Intelligence, data center, Gaming, generative AI, Gpu, growth, Pricing power, semiconductors	Login
Jun 30, 2023	Fund Letters	The Sound Shore Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corporation	Information Technology	Systems Software	Bull	NASDAQ	Artificial Intelligence, Cloud computing, Database, Digital transformation, Enterprise software, Legacy Technology, Software	Login
Jun 30, 2023	Fund Letters	Centerstone Investors Fund	AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Aging Vehicle Fleet, Automotive Aftermarket, Distribution Infrastructure, Dual Market Strategy, market leader, market share gains, Non-Discretionary, Professional Pricing	Login
Jun 27, 2023	Fund Letters	Bireme Capital	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Meta Platforms Inc	Communication Services	Interactive Media & Services	Bull	NASDAQ	Cost Reduction, digital advertising, efficiency, Layoffs, operating leverage, social media, technology	Login
Apr 21, 2023	Fund Letters	Bretton Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Incorporated	Health Care	Health Care Plans	Bull	NYSE	Aging demographics, Government Reimbursement, health insurance, Healthcare services, managed care, Medicare Advantage, Regulatory	Login
Apr 13, 2023	Fund Letters	LVS Advisory - Defensive	AAPL\|MSFT\|NFLX\|NVDA\|UNH	Netflix Inc	Communication Services	Entertainment	Bull	NASDAQ	Advertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO	Oracle Corp	Information Technology	Software	Bull	NYSE	Cerner, cloud, ERP, HCM, infrastructure, SaaS, transformation	Login
Mar 31, 2023	Fund Letters	Madison Sustainable Equity Fund	AAPL\|MSFT\|NFLX\|NVDA\|UNH	UnitedHealth Group Inc	Health Care	Health Care Providers & Services	Bull	NYSE	EPS growth, health insurance, Healthcare services, Integrated Model, Medicare, value-based care	Login

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