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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.
Rebuilding a stake in the company. Previously sold due...
— Terry Smith
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Other investors who've written on Intuit Inc.
Intuit Inc. develops mission-critical business accounting software (QuickBooks) and tax preparation solutions (TurboTax). The manager has...
Intuit ($INTU) is a financial software enterprise providing tax preparation, accounting, and small business payroll tools, including TurboTax, QuickBooks, and Credit Karma. Minotaur operated an...
The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell...
More institutional theses from Fundsmith Equity Fund
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
Mastercard operates a digital payment network connecting consumers, merchants, and banks worldwide.
Uber operates a platform that connects users with ride-hailing and food-delivery drivers.