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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's US Growth Strategy returned 21.9% net in Q2 2026, outperforming the Russell 1000 Growth Index by 500 basis points as AI infrastructure remained the dominant market driver. The portfolio's concentrated...
— Scott O'Gorman, Andy Colyer, Daniel White
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Other investors who've written on Intuitive Surgical
As the pioneer of minimally invasive robotic surgery, Intuitive Surgical boasts a massive global installed base and an highly compelling razor-and-blade business model. Over 80% of...
The company's leading position in robotic-assisted surgery continues to support durable high-teens revenue growth and strong earnings compounding. The manager views...