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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.
Among individual holdings, a sizable overweight in Western Digital (-29%) - which had been the largest relative contributor in Q2 - topped the list of relative detractors this quarter. In early August,...
— Zach Turner
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Other investors who've written on Western Digital Corp
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More institutional theses from Fidelity Dividend Growth Fund
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