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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.
Following an extended and in-depth research effort and a field trip to China, we re-introduced an initial position in Tencent. The regulatory environment...
— Emerald Wealth Partners - Growth Equity Strategy
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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...
More institutional theses from Emerald Wealth Partners - Growth Equity Strategy
Meta Platforms, Inc. ($META), representing 4.66% of the portfolio, is a global technology conglomerate that operates the world's leading social networks, including Facebook, Instagram, WhatsApp, and Messenger. The manager maintains...
Oracle Corporation ($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...
ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and...