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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.
Corning was our biggest winner in Q2, and we trimmed and hedged the position. In Q3, the...
— Dominick D'Angelo
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Other investors who've written on Corning Incorporated
Corning continued to do what we described in our Q3 2025 letter.
The manager highlights Corning's role as an indispensable pick-and-shovel provider for AI infrastructure due to high data throughput demand. While warning of...
More institutional theses from O'Keefe Stevens Advisory, Inc
Callaway Golf (CALY) -25.0%. While the mid-quarter...
We bought Octave Intelligence during Q3. Octave is the...
Perrigo (PRGO) +42.1%. Our biggest loser...