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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.
Mott Capital Management Thematic Growth Strategy declined 4.7% net in Q2 2026, underperforming the S&P 500's 10.2% total return, marking another quarter of underperformance largely tied to exuberance in semiconductor and AI-related stocks. While the strategy...
— Michael Kramer
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Other investors who've written on ServiceNow, Inc.
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and...
The fund purchased shares of ServiceNow following a substantial decline in price. The firm has...