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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.
In Q4 2025, the Antipodes Global Fund outperformed its benchmark, capitalizing on strong corporate earnings and a market shift toward cyclicals. Key positive contributors...
— Antipodes Partners Limited
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Other investors who've written on Tencent Holdings Limited
Tencent remains one of the world's premier technology franchises, anchored by the massive network effects and behavioral data of WeChat. The market's preoccupation...
Tencent Holdings Ltd. is the eighteenth largest holding. E-commerce and digital...