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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 Palantir Technologies Inc.
Palantir Technologies reported a strong Q2 2026 with revenues soaring to $1.9 billion, nearly double from the prior year. Despite this growth,...
Palantir Technologies Inc. reported strong Q2 2026 results, significantly beating revenue and earnings estimates. The company demonstrated...
Palantir Technologies has shown robust growth with a 93% revenue increase in Q2 2026, surpassing the milestone of 1,000 customers and nearly $2 billion in quarterly ...