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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.
During the second quarter of 2025, the ClearBridge Mid Cap Growth Strategy experienced a rebound in mid cap growth stocks, driven by sustained demand for artificial intelligence (AI) and a growth-led rally in May and June that overcame earlier tariff-related volatility. Despite achieving strong...
— Brian Angerame, Jeffrey Bailin, Aram Green, Matthew Lilling
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Other investors who've written on Palantir Technologies Inc.
Palantir Technologies reported a strong Q2 2026 with revenues soaring to $1.9 billion, nearly double from the prior year. Despite this growth,...
Palantir Technologies Inc. reported strong Q2 2026 results, significantly beating revenue and earnings estimates. The company demonstrated...
Palantir Technologies has shown robust growth with a 93% revenue increase in Q2 2026, surpassing the milestone of 1,000 customers and nearly $2 billion in quarterly ...