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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.
Strong performance driven by the successful rollout of large language model Gemini 3. Market enthusiasm remains...
— First Eagle Investment Management, LLC
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Other investors who've written on Alphabet Inc Class C
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
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...