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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.
Davis Real Estate Fund (DREF) underperformed its benchmark (Wilshire U.S. Real Estate Securities Index) in 2025, returning -5.72% on NAV compared to the index's +3.47%. This performance gap...
— Andrew A. Davis
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Other investors who've written on Equinix Inc.
Equinix has built an unparalleled global footprint of data centers through substantial capital investment, addressing a rapidly growing 250 billion dollar market. With 95% recurring...
Equinix, Inc. is a leading global provider of digital infrastructure, offering premium co-location and interconnection services across a global footprint of 280 data centers in 77 markets.