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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 US Equity Growth strategy delivered strong low-double-digit absolute returns in Q2 2026 but lagged the S&P 500's 15 percent gain as the market rotated into semiconductor and memory stocks. The team maintained...
— Brent Jackson
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Other investors who've written on Mastercard Incorporated
The manager exited Mastercard after a year of appreciation as its valuation became expensive once more. Additionally, the tailwinds...
Mastercard acts as a vital digital infrastructure player whose network effects protect it from emerging technologies. Concerns about AI...
Mastercard delivered solid revenue and earnings growth fueled by international travel and cross-border payment expansion. The long-term investment...