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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.
Crossroads Capital returned 11.5% net in Q2 2026 as market broadening accelerated with Russell 2000 posting best first half since 1991. The fund's concentrated...
— Ryan O'Connor
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Other investors who've written on Nebius Group
Nebius benefited from massive demand for GPU compute clusters, leading to a major capacity-clearing deal with Microsoft and validation of its autonomous vehicle subsidiary Avride. Despite multiple trims...
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