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.
Emerald Wealth Partners' Growth Equity Strategy posted a +3.1% gross (+3.0% net) return in Q4 2025, bringing its YTD net return to 16.0%. Performance was propelled...
— Emerald Wealth Partners - Growth Equity Strategy
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Tencent Holdings Limited
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...
Tencent Holdings Ltd. is the eighteenth largest holding. E-commerce and digital...