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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.
AI disruption has been a growing concern for many investors as they are uncertain of the long-term consequences of this technology. Alphabet has been...
— Jeff Auxier
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Other investors who've written on Alphabet Inc.
The hyperscale data center builders like Google, Meta, Microsoft and Amazon have huge cash flows and enthusiastic markets for their stock or debt. Yes, their capital...
The manager notes that Alphabet's reported net earnings were artificially boosted by $98 billion of non-cash unrealized gains on startup investments amid negative free cash flow.
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
More institutional theses from Auxier Asset Management
Meta highlighted this shift on September 8 when it launched Muse, its consumer-facing AI agent platform, which quickly became the most downloaded free app on the iOS App Store. Unlike standard chatbots,...
Bank of New York Mellon reached all-time highs following their first quarter earnings report of a 42% increase in year-over-year earnings per share along with an 18% increase in interest income result
UnitedHealth has been a major laggard for the past quarter and year. However, since CEO...