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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.
SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning. The Germany-based company...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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Other investors who've written on SAP SE
SAP, Europe's largest pure-play software company, is a leading enterprise resource planning (ERP) provider in the midst of a customer migration from its legacy on-premise ERP suite, ECC, to its modernized, cloud-forward offering, HANA. SAP is mission-critical...
SAP, Europe's largest pure-play software company, is a leading enterprise resource planning (ERP) provider in the midst of a customer migration from its legacy on-premise ERP suite, ECC, to its modernized, cloud-forward offering, HANA. SAP is mission-critical...
SAP was a top contributor to performance during the quarter after reporting second quarter results that helped ease concerns surrounding potential AI-related disruption to its core software business. Current cloud backlog...
More institutional theses from Oakmark Global Select Fund
IQVIA Holdings ($IQV), representing 6.9% of the fund's assets, is a leading provider of data analytics, technology solutions, and outsourced clinical research services to the life sciences and healthcare industries. The manager maintains...
Willis Towers Watson ($WTW), accounting for 2.8% of fund assets, is a leading global insurance advisory, corporate risk broking, and human resource consulting firm. Oakmark established a...
LVMH Moët Hennessy Louis Vuitton ($MC.PA), weighted at 1.8% of the fund, is the undisputed global leader in luxury goods, controlling a portfolio of 75 heritage brands including Louis Vuitton, Dior, and Moët Hennessy. Oakmark established a...