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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.
Leading provider of observability and application performance monitoring software, Dynatrace (DT), advanced on strong quarterly results that exceeded expectations across revenue, earnings and annual recurring revenue (ARR), which crossed $2 billion. Accelerating net new...
— Ariel Investments, LLC
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Other investors who've written on Dynatrace, Inc.
Dynatrace is a premier observability player that is highly durable and structurally positioned to capture accelerating enterprise AI workloads. Despite temporary market-wide...
We progressively added Workiva, Atlassian, Dynatrace, and Klaviyo. Dynatrace new commitment...
More institutional theses from Ariel Global Fund
T) is an industrial machinery manufacturer whose underlying value is anchored by its position as the world's second-largest producer of chemical mechanical planarization (CMP) tools for semiconductor manufacturing. Initiated as a...
L) is a consumer health and hygiene multinational possessing ubiquitous global brands including Dettol, Lysol, Durex, and Mucinex. Holding a 1.9%...
First Solar ($FSLR) produces advanced thin-film photovoltaic solar modules for utility-scale power projects. Accounting for 2.1%...