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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.
Our core holding in the technology platform space is Alphabet. It had a...
— Stuart Pearce, Alexis Delloye
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Other investors who've written on Alphabet Inc.
The hyperscale data center builders like Google, Meta, Microsoft and Amazon have huge cash flows and enthusiastic markets for their stock or debt. Yes, their capital...
The manager notes that Alphabet's reported net earnings were artificially boosted by $98 billion of non-cash unrealized gains on startup investments amid negative free cash flow.
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
More institutional theses from Alluvium Global Fund
Despite reporting sound operating results, Alphabet's stock declined due to broader tech sector weakness and investor anxiety over its large capital expenditure plans. The fund updated...
Charter's latest full-year results showed robust underlying subscriber trends, specifically boasting a high customer retention rate after the expiration of subsidy programs. The fund remains...
Linamar has been severely impacted by newly announced US tariffs due to its reliance on exporting components to the US from its Canadian base. While achieving its...