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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.
Appalaches Core LO delivered a 1.7% net return for Q4 2025 and 16.5% YTD, outperforming benchmarks on a risk-adjusted basis with a realized beta of 0.46 (representing approximately 6.1 percentage points of alpha). The manager attributes...
— Jake Keys
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Other investors who've written on Alphabet Inc.
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
Alphabet's unexpected decision to raise outside capital by issuing equity rather than utilizing highly accessible and cheap debt is viewed as a bearish indicator. Since the business...