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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.
First Eagle Global Fund returned 8.93% in Q3 2025, outperforming the MSCI World Index as equity markets rebounded from April lows driven by AI spending and Federal Reserve easing prospects. The fund maintains...
— First Eagle Investment Management, LLC
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Other investors who've written on Comcast
Comcast (CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks.
Comcast (CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks. The stock decl...