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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.
Reported strong results driven by cloud operations which make up about 75% of revenues. Benefits from shift...
— First Eagle Investment Management, LLC
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Other investors who've written on Oracle Corporation
Oracle reported strong Q1/2027 results that beat consensus, driven by a 121% yoy surge from Oracle Cloud Infrastructure (OCI) revenues. Importantly, the results...
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...
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...
More institutional theses from First Eagle Global Fund
Workday provides essential cloud enterprise software that manages core human resources and financial operations for large corporations, representing 1.56% of the fund. The management team...
LVMH Moët Hennessy Louis Vuitton SE is the preeminent global luxury goods conglomerate, controlling iconic heritage houses such as Louis Vuitton, Christian Dior, Tiffany, and Bulgari, representing 1.26% of the portfolio. The managers hold...
Samsung Life Insurance is South Korea's leading provider of life, health, and retirement pension solutions, making up 0.80% of the fund. First Eagle retains...