Loading investment pitches...
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.
For Q3 2025, Madison Sustainable Equity recorded a gross return of 7.09%, underperforming the S&P 500 Index's total return of 8.12%. Volatility decreased during...
— Maya Bittar, Dave Geisler
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
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...