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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.
Baron Durable Advantage Fund gained 13.6% in Q2 2026, trailing the S&P 500's 15.2% return, but delivered 3.4% year-to-date versus the index's 10.2%. The quarter saw...
— Alex Umansky
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Other investors who've written on Intuit Inc.
The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell...
Intuit Inc. is positioned for a bullish reversal, supported by strong fundamentals and a well-defined bullish divergence on the weekly chart. Despite fears that...