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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.
Shares lagged due to softer bookings, but management remains confident in a fourth-quarter rebound. Strong focus on...
— Eric Mintz, Christopher Sassouni, David Cavanaugh
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Other investors who've written on Axon Enterprise, Inc.
The largest detractor from relative performance. Shares declined due...
Axon has transitioned successfully into a software-as-a-service model, utilizing evidence.com as an essential repository for law enforcement data. Despite high current...
Axon continues to exhibit exceptional operational performance and strong product innovation through offerings like DraftOne and its drone platform. Its substantial contracted...
More institutional theses from Carillon Eagle Mid Cap Growth Fund
Dycom Industries provides specialty contracting services supporting the construction, maintenance, and expansion of telecommunications, fiber-optic, and data center infrastructure. Shares underperformed despite...
RB Global is a global marketplace for commercial assets and vehicles that facilitates transactions across automotive, construction, transportation, agriculture, and other industrial end markets. Although the company...
Carvana is an online used car retailer that enables customers to buy, sell, and finance vehicles through a fully digital platform. The stock sold...