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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.
The Guinness Global Innovators Fund returned 13.8% in Q2 2026, outperforming the MSCI World Index by 0.7 percentage points. The quarter saw...
— Dr Ian Mortimer, CFA
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Other investors who've written on Adobe
LVS exited Adobe due to significant capital allocation concerns surrounding its highly dilutive, expensive acquisition of Figma. The stock's AI-driven...
Adobe was purchased because its double-digit growth and 90% gross margins represent premium software fundamentals. The stock's 33%...
Despite posting solid financial numbers, the stock declined significantly as investors questioned the immediate monetization timeline of its heavy artificial intelligence investments. Further pressure stemmed...