Loading investment pitches...
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.
Second largest detractor (-0.8%) due to concerns over AI disrupting SaaS. The manager argues...
— Jonathan Reichek
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on ServiceNow, Inc.
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
ServiceNow ($NOW) develops cloud-based digital workflow platforms designed to automate and standardize enterprise IT, human resources, and customer support operations. The stock surged...
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
More institutional theses from Brasada Focused Equity Strategy
Schneider Electric is a primary enabler of global economic electrification and industrial automation, with data centers now accounting for approximately 30% of its revenue. Its combination of...
The manager quickly exited the position in Sika after subsequent due diligence and two profit warnings weakened their confidence in the investment thesis. The decision was...
Tencent remains one of the world's premier technology franchises, anchored by the massive network effects and behavioral data of WeChat. The market's preoccupation...