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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.
Harris Oakmark's fixed income team views AI as potentially the most transformative technology since the Industrial Revolution, but emphasizes the wide range of possible outcomes rather than accepting binary predictions of total success or failure. The key distinction...
— Adam D. Abbas
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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...