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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.
A sizable overweight in Western Digital (+140%) topped the list of relative contributors. In late April,...
— Zach Turner
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Other investors who've written on Western Digital Corp
More institutional theses from Fidelity Dividend Growth Fund
An overweight in Meta Platforms also contributed. Early on, shares...
Among individual holdings, a sizable overweight in Western Digital (-29%) - which had been the largest relative contributor in Q2 - topped the list of relative detractors this quarter. In early August,...
Nvidia generated exceptional performance due to sustained AI chip demand, tripling quarterly sales and surging earnings sevenfold. Despite strong long-term...