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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
With the “Willow” quantum chip, Alphabet achieved a technological milestone at the end of 2024 - this also had a positive effect on the share price. The possibly record-breaking...
— Dr. Hendrik Leber
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Other investors who've written on Alphabet Inc Class C
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
More institutional theses from ACATIS Investment
Equinor ASA ($EQNR) was sold to take profits after its share price nearly doubled following tensions around the Strait of Hormuz.
Panasonic Holdings Corporation ($PCRFY) was divested after substantial gains in AI-driven data center components pushed its valuation into overvalued territory.
Coinbase Global ($COIN) operates a leading digital asset exchange and institutional infrastructure ecosystem providing trading, custody, and staking services for cryptocurrencies. The investment manager...