|
Apr 28, 2026 |
Fund Letters |
Tsai Capital |
Tesla, Inc.
|
Consumer Discretionary |
Automobile Manufacturers |
Bull
|
NASDAQ |
autonomous driving, Electric Vehicles, energy storage, EV Manufacturing, renewable energy, Scale Economics, Software Licensing |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Baron Focused Growth Fund |
Tesla, Inc.
|
Consumer Discretionary |
Automobiles |
Bull
|
NASDAQ |
Artificial Intelligence, automotive, autonomous driving, Cybertruck, Electric Vehicles, energy storage, manufacturing, robotics |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Diamond Hill International |
Spotify Technology
|
Communication Services |
Interactive Media & Services |
Bull
|
NYSE |
Audio Streaming, Cost Reduction, digital media, monetization, SaaS, subscription model, technology platform, User Base Growth |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
The London Company SMID Cap |
Vail Resorts
|
Consumer Discretionary |
Hotels, Restaurants & Leisure |
Bull
|
NYSE |
Epic Pass, Experience Tourism, Geographic Diversification, Leisure, Outdoor Recreation, recurring revenue, Ski Resorts, subscription model, Supply Constrained, Tourism |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
TGV Compound Fund |
Interactive Brokers Group Inc
|
Diversified Financials |
Investment Banking & Brokerage |
Bull
|
NASDAQ |
competitive moat, Customer growth, Electronic Trading, financial services, Online Broker, Professional Trading, risk management, US, Value |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Baron Asset Fund |
FactSet Research Systems Inc.
|
Information Technology |
Financial Technology |
Bull
|
NYSE |
analytics software, financial data, financial technology, Free Cash Flow, investment management, subscription revenue |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Infuse Partners |
Tesla Inc
|
Consumer Discretionary |
Automobiles |
Bull
|
NASDAQ |
AI, autonomous driving, data advantage, Dojo, Electric Vehicles, Elon Musk, energy storage, innovation, Optimus, robotics |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Nightview Capital |
Tesla Inc
|
Consumer Discretionary |
Automobile Manufacturers |
Bull
|
NASDAQ |
automotive, autonomous driving, Disruptive Technology, Electric Vehicles, energy storage, growth, manufacturing, robotics |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Nightview Capital |
Tesla, Inc.
|
Consumer Discretionary |
Automobile Manufacturers |
Bull
|
NASDAQ |
AI technology, autonomous driving, Charging Infrastructure, clean energy, Electric Vehicles, energy storage, manufacturing |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
LMN Capital |
Interactive Brokers Group Inc
|
Diversified Financials |
Investment Banking & Brokerage |
Bull
|
NASDAQ |
competitive moat, Customer growth, Electronic Trading, financial services, Fortress Balance Sheet, market volatility, Online Brokerage, Value |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Diamond Hill International |
Spotify Technology
|
Communication Services |
Interactive Media & Services |
Bull
|
NYSE |
Customer Acquisition, Digital Music Streaming, Media Services, profitability, SaaS, Sweden, User growth |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Cooper Investors Global Equities Fund (Unhedged) |
Interactive Brokers Group Inc
|
Financials |
Capital Markets |
Bull
|
NASDAQ |
Automation, Capital markets, Fintech, founder-led, high margins, Interest rates, Online Brokerage, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
LVS Advisory - Defensive |
Interactive Brokers
|
Financials |
Investment Banking & Brokerage |
Bull
|
NASDAQ |
Automated Trading, Electronic Brokerage, Interest rates, KPI Metrics, Margin Loans, net interest income, Rate Environment, trading volume |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Nightview Capital |
Tesla, Inc.
|
Consumer Discretionary |
Automobile Manufacturers |
Bull
|
NASDAQ |
Artificial Intelligence, autonomous driving, Data Processing, Electric Vehicles, Equity, IP Licensing, manufacturing, Neural Networks, Software, Supercomputing, vertical integration |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
LVS Advisory - Defensive |
Interactive Brokers Group Inc
|
Financials |
Investment Banking & Brokerage |
Bull
|
NASDAQ |
Balance Sheet Safety, Commission Revenue, Competitive Advantage, Electronic Brokerage, global markets, Interest Rate Upside, market share gains |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Nightview Capital |
Tesla, Inc.
|
Consumer Discretionary |
Automobile Manufacturers |
Bull
|
NASDAQ |
Automotive Manufacturing, autonomous driving, battery technology, clean energy, Electric Vehicles, energy storage, Manufacturing Innovation, vertical integration |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Orbis Global Equity |
Interactive Brokers Group, Inc.
|
Financials |
Investment Banking & Brokerage |
Bull
|
NASDAQ |
Active Trading, Electronic Trading, Equity, Fintech, global markets, Online Brokerage, Scale Economics, Sophisticated Traders, technology platform, White-label |
View Pitch |