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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.
Baillie Gifford's International Concentrated Growth strategy underperformed in Q2 2026 despite continued operational progress across portfolio holdings. MercadoLibre accelerated revenue...
— Lawrence Burns / Paulina McPadden
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Other investors who've written on ASML Holding N.V.
Boasting a near-monopoly in crucial photolithography technology, the company is an essential beneficiary of secular semi-conductor growth. Short-term stock declines...
In an otherwise dismal quarter for growth equities, shares of ASML and Micron delivered strong returns gaining +24% and +18% respectively during the first quarter.
Mar Vista established a new position in ASML following market weakness over temporary 2025 guidance cuts. ASML holds a...