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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.
Source Capital returned 5.49% in Q2 2026 and 14.70% over the trailing twelve months, capturing 94.7% of its balanced benchmark return. The market has...
— Source Capital Portfolio Managers
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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...