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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.
But as we covered at our offsite, the funding won’t wait. After $90 billion...
— Scott Goodwin and Jonathan Lewinsohn
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Other investors who've written on Oracle Corporation
Oracle reported strong Q1/2027 results that beat consensus, driven by a 121% yoy surge from Oracle Cloud Infrastructure (OCI) revenues. Importantly, the results...
Oracle Corporation ($ORCL) is an enterprise software and cloud infrastructure provider specializing in enterprise database management, enterprise applications, and high-performance cloud hosting via Oracle Cloud Infrastructure (OCI). The manager maintains...
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...