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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 contributed positively following a favorable Google Search antitrust ruling and a second-quarter earnings beat. Search innovations are...
— Tony Coniaris
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Other investors who've written on Alphabet Inc.
The hyperscale data center builders like Google, Meta, Microsoft and Amazon have huge cash flows and enthusiastic markets for their stock or debt. Yes, their capital...
The manager notes that Alphabet's reported net earnings were artificially boosted by $98 billion of non-cash unrealized gains on startup investments amid negative free cash flow.
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
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.