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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.
Edgewood's Large Cap Growth strategy returned 9.3% net in Q2 2026 but remains down 5.1% for the trailing year, underperforming benchmarks as sector rotations and momentum dynamics dominated fundamentals. The portfolio delivered...
— Alan Breed
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Other investors who've written on Tesla, Inc.
Tesla continued to make progress on what we believe are the initiatives that matter most over the long term.
Just like Tesla's addition to the S&P 500 in December 2020, SpaceX will get access to an enviable war chest of cash.
Executive compensation packages tied to performance targets can trigger substantial and delayed share dilution. Tesla's 2018 CEO...