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.
In Q4 2025, global equities finished higher, supported by robust corporate earnings and central bank rate cuts. The Antipodes Global...
— Antipodes Global Value Fund
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Amazon.com, Inc.
The manager justifies selling Amazon in 2016, arguing that the company's customer-obsessed culture has degraded into a cluttered, ad-driven platform that exploits consumer inertia. Additionally, structural shifts...
The fund established a new position in Amazon, viewing it as an undervalued quality giant rather than a turnaround story. Key drivers include...
The manager uses Amazon to critique the fragile rally in mega-cap technology stocks, arguing that its surge is based on minor upward sales revisions rather than sustainable growth. Trading at 39x...