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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 second quarter of 2025, the Oakmark Fund (Investor Class) achieved a 4.36% return, underperforming the S&P 500's 10.94% but outperforming it since inception. The manager took...
— William C. Nygren, Michael A. Nicolas, Robert F. Bierig
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Other investors who've written on Salesforce, Inc.
Salesforce is poised to leverage its vast repository of customer data through generative AI solutions like AgentForce. Despite recent macro...
Salesforce demonstrated improving enterprise demand, expanding operating margins, and increased guidance across revenue and cash flow. High switching costs...
As a sector, enterprise software stocks peaked at the end of 2024, had a terrible 2025 and an even worse start to 2026.