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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.
During Q2 2025, the Janus Henderson Forty Fund returned 19.34%, outperforming the Russell 1000 Growth Index's 17.84%. Relative performance was...
— Nick Schommer, Brian Recht
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Other investors who've written on Oracle Corporation
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...
Oracle's share price pulled back because of high capital expenditures for AI infrastructure and slightly lower-than-expected guidance. The fund continues...
Oracle has seen a massive surge in Remaining Performance Obligations driven by major AI training contracts, but the stock price fails to reflect this massive backlog. Despite increased debt...