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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.
Silicon Valley lore begins in 1957 when the Traitorous Eight left Shockley Semiconductor to found Fairchild and the modern chip and venture capital ecosystems. SAP began somewhat...
— Stephen Dodson and Raphael de Balmann
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Other investors who've written on SAP SE
SAP SE is a market-leading enterprise resource planning software provider that develops mission-critical applications enabling corporations to manage end-to-end supply chains, human resources, financials, and operational workflows. The manager holds...
SAP SE ($SAP), which constitutes 3.0% of the portfolio, is a global enterprise software leader providing mission-critical enterprise resource planning (ERP), supply chain, and data management solutions. The manager holds...
SAP SE is a premier European enterprise resource planning software provider that supplies mission-critical operational, accounting, and supply chain applications to corporations globally. ClearBridge re-established a...
More institutional theses from Bretton Fund
The manager argues that fears of AI disrupting payment card networks are overblown. Card networks possess...
Mastercard acts as a vital digital infrastructure player whose network effects protect it from emerging technologies. Concerns about AI...
The card networks function as essential digital infrastructure, processing high volumes of transactions with deep merchant and consumer trust. While AI-to-AI or...