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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.
Amazon has run the same capital-heavy playbook, and for years it earned roughly its hurdle and no more. Its spread even...
— Kyle Tushaus
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Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
Amazon’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...