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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.
Increased exposure. Infrastructure (AWS) and...
— Antipodes Global Value Fund
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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 Value Fund
The stock's recent underperformance over AI disruption fears creates an attractive entry point for this dominant online travel agency. Its deep supply-side...
A pending merger with its largest competitor offers significant cost synergies, expanded R&D capabilities, and scale. The company is...
This human resources platform is a structural growth compounder leveraging Japan's secular labor shortages and rising job mobility. Its core platform...