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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.
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
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Other investors who've written on ServiceNow, Inc.
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and...
The fund purchased shares of ServiceNow following a substantial decline in price. The firm has...