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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 Veeva Systems Inc.
Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries.
Veeva Systems has traded down alongside the broader application software space despite showing outstanding financial performance and maintaining a massive cash cushion. Its vertical-specific software...