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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 its Q3 2025 letter, Appalaches Core LO reported a 7.0% net return, trailing the S&P 500 (8.1%) but outperforming the equal-weighted S&P 500 (4.8%) and SOFR (1.1%), bringing its YTD net return to 14.4%. The manager discusses...
— Jake Keys
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Other investors who've written on Lam Research Corp
Information Technology exposure contributed positively, and the weighting was increased substantially over the quarter. New positions in...
Lam Research has consistently exceeded expectations, delivering record revenue for the fourth consecutive quarter and achieving the highest gross margin in 20 years....