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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.
In the third quarter of 2025, Next Century Growth Investors underperformed their benchmarks across all strategies due to a strong market pivot toward highly speculative, low-quality factors (such as companies with negative earnings or zero sales) in small and micro-cap indices. Despite this near-term...
— Next Century Growth Investors, LLC
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Other investors who've written on GE Vernova Inc.
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
GE Vernova (GEV) also contributed. GE Vernova added...
We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity dema...