Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
While AI skepticism has become consensus, major tech companies are rationally investing hundreds of billions in infrastructure to defend their moats, with players like Meta possessing realistic pathways to positive ROI through enhanced core operations.
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While AI skepticism has become consensus, major tech companies are rationally investing hundreds of billions in infrastructure to defend their moats, with players like Meta possessing realistic pathways to positive ROI through enhanced core operations.
Ithaka's growth portfolio lagged its benchmark in Q3 due to poor stock-picking breadth outside of core AI supply chain beneficiaries, leading the team to reallocate capital into secular tech compounders like Oracle and Alphabet.
Full Quick Take
Ithaka's growth portfolio lagged its benchmark in Q3 due to poor stock-picking breadth outside of core AI supply chain beneficiaries, leading the team to reallocate capital into secular tech compounders like Oracle and Alphabet.
