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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.
Information Technology exposure contributed positively, and the weighting was increased substantially over the quarter. New positions in...
— Barometer Capital Management
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Other investors who've written on Lam Research Corp