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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.
Microsoft is the world's largest enterprise and consumer software company. Its Azure cloud,...
— Matthew Berry
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Other investors who've written on Microsoft Corporation
Software leader Microsoft Corporation contributed to performance with shares up 37.8%, recovering from their decline to start the year (shares are now up 7.4% year-to-date) driven by the broader recovery in software stocks during the quarter and buoyed by its strong quarterly results and the outlook management has provided. The company reported...
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft’s share price increased 38% during the third quarter and 27% year-to-date from our average cost. The company is...
More institutional theses from Aoris International Fund
The manager presents Telstra as a cautionary tale of a monopoly-like business that became complacent due to a lack of competition. Protected by its...
IBM is analyzed as an example of how a dominant, highly protected recurring revenue stream can breed organizational complacency. Despite identifying the...
CDW's pandemic-era growth masked a structural vulnerability caused by its heavy exposure to physical hardware sales. As customer demands...