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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.
Alphabet was a contributor during the quarter. The U.S.-headquartered global...
— Tony Coniaris
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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 Harris Associates Concentrated Strategy
SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning.
LVMH was a detractor during the quarter. The France headquartered...
Unicharm is a leading global personal care company, best known for products across feminine hygiene, adult incontinence, and baby diapers.