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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.
O'Keefe Stevens Advisory capitalized on Q2 2026's strong equity rally by trimming AI infrastructure positions including NVIDIA, Qualcomm, and Corning that were established nearly a decade before the AI boom, as stock prices moved ahead of underlying thesis despite business improvement. The manager initiated...
— Dominick D'Angelo
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Other investors who've written on Sphere Entertainment Co.
Sphere's operating results continue to surprise us to the upside.
Sphere Entertainment experienced profit-taking despite solid financial performance, presenting a disconnect between stock price and strong business fundamentals. Financials are expected...