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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.
Within information technology (IT), long-term portfolio holding Motorola Solutions sold off as its revenue growth rate continued to normalize in its core land mobile radio (LMR) devices business; the company is working off an unusually high backlog created by COVID-era government funding programs. While its LMR...
— Dmitry Khaykin, Deepon Nag
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Other investors who've written on Motorola Solutions Inc
Motorola Solutions ($MSI) represents 5.42% of the portfolio. The company provides...
Motorola Solutions ($MSI) represents approximately 3% of the strategy and serves as a premier provider of mission-critical public safety infrastructure and emergency communications technology. The company specializes...
The largest individual detractor from performance during the quarter was Motorola Solutions, Inc. (MSI), a manufacturer of communications and video surveillance systems and command cent
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CVS Health Corporation operates an integrated healthcare enterprise spanning retail pharmacies, pharmacy benefit management via Caremark, and healthcare benefits through Aetna. ClearBridge maintains an...
Nvidia Corporation is the premier global designer of advanced graphics processing units (GPUs) and integrated compute platforms powering generative artificial intelligence, high-performance computing, and enterprise automation. ClearBridge initiated a...