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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.
” Remaining Performance Obligations (RPO; like contracted bookings) increased by $317 billion sequentially, reaching approximately $455 billion. This unprecedented surge...
— Silas Myers, Brian Massey
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Other investors who've written on Oracle Corporation
Oracle reported strong Q1/2027 results that beat consensus, driven by a 121% yoy surge from Oracle Cloud Infrastructure (OCI) revenues. Importantly, the results...
Oracle Corporation ($ORCL) is an enterprise software and cloud infrastructure provider specializing in enterprise database management, enterprise applications, and high-performance cloud hosting via Oracle Cloud Infrastructure (OCI). The manager maintains...
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...
More institutional theses from Mar Vista US Quality
Stryker is a leading medical technology company offering specialized orthopedic implants, surgical equipment, and neurotechnology solutions to healthcare providers. The manager maintains...
Microsoft is a global enterprise technology platform providing productivity software, cloud computing infrastructure, and artificial intelligence solutions. Mar Vista maintains...
Apple designs premium consumer hardware devices, develops integrated operating systems, and delivers digital services across global markets. The manager maintains...