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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 Impax US Sustainable Economy Fund underperformed its Russell 1000 benchmark during the second quarter of 2025, primarily due to modest underweights in volatility factors and security-specific effects. Within a robust...
— Scott LaBreche, Christine Cappabianca
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Other investors who've written on Oracle Corporation
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...
Oracle's share price pulled back because of high capital expenditures for AI infrastructure and slightly lower-than-expected guidance. The fund continues...
Oracle has seen a massive surge in Remaining Performance Obligations driven by major AI training contracts, but the stock price fails to reflect this massive backlog. Despite increased debt...