Loading investment pitches...
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.
Increased exposure. Key businesses in...
— Antipodes Partners Limited
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
Amazon’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
More institutional theses from Antipodes Global Fund
Performance Food Group is a leading consolidator in the fragmented US foodservice distribution market with high-single-digit sales growth. Operating leverage, product...
An entry was initiated in Qorvo to capture secular growth in RF and specialty-semiconductor applications. A pending merger...
Skyworks Solutions is being added to leverage resilient demand for analog and RF semiconductors driven by industrial automation and electrification. The pending merger...