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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.
L1 Capital International returned 2.6% net in Q2 2026 versus the benchmark's 12.5%, with underperformance driven primarily by not holding certain AI momentum stocks rather than poor stock selection. The market has...
— David Steinthal
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Other investors who've written on Amazon.com, Inc.
Amazon ($AMZN) is held within the Eagle Equity Composite and is referenced in the letter as a primary operational benchmark and competitor to MercadoLibre in Latin America.
Amazon.com, Inc. ($AMZN) is cited as a primary example of durable artificial intelligence infrastructure returns, with AWS generating an estimated 25% return on invested capital from incremental spending.
Amazon.com, Inc. ($AMZN) is a global technology and commerce giant spanning e-commerce marketplace distribution, logistics operations, and cloud computing infrastructure, representing 9.9% of the fund. The manager took...