Loading investment pitches...
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.
Ithaka US Growth Strategy underperformed the Russell 1000 Growth Index in Q4 2025, returning -6.1% (Net) vs. 1.1% for the benchmark, heavily impacted by negative stock selection in Technology and Consumer Discretionary. Despite these headwinds,...
— Scott O'Gorman, Andy Colyer, Daniel White
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Alphabet Inc.
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.
Alphabet's unexpected decision to raise outside capital by issuing equity rather than utilizing highly accessible and cheap debt is viewed as a bearish indicator. Since the business...