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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.
Contrarius Global Equity Fund returned 19.2% in Q2 2025 versus 11.5% for the MSCI World Index, driven by strong performance from AI-focused holdings. The fund maintains...
— Waystone Management Company (IE) Limited
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Other investors who've written on NVIDIA Corporation
The manager is highly skeptical of Nvidia's massive valuation and the capital-intensive nature of the broader AI race. He argues that...
The manager initiated a position in NVIDIA following a sharp pullback driven by overcapacity fears from the emergence of DeepSeek. They argue that...
The manager has significantly reduced exposure to mega-cap technology stocks due to growing skepticism over the near-term return on capital for massive artificial intelligence investments. While these firms...