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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.
Alphabet benefited from continued strength across its core businesses and increasing investor confidence in its positioning in AI. Search remained resilient...
— FPA Crescent Portfolio Managers
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Other investors who've written on Alphabet, Inc.
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) is a global technology powerhouse that operates ubiquitous digital platforms including Google Search, YouTube, Android, and Google Cloud Platform. The fund initiated...
Alphabet is the global technology conglomerate operating Google Search, Google Cloud, YouTube, and proprietary AI models. The manager adopted...
More institutional theses from FPA Crescent Fund
Analog Devices, Inc. ($ADI) is a premier designer and manufacturer of analog, mixed-signal, and digital signal processing integrated circuits that bridge real-world physical signals with digital compute architectures. The manager maintains...
Liberty Broadband Corporation ($LBRDA) detracted from returns before Charter completed its acquisition of the company during the quarter.
Samsung C&T Corporation ($028260.KS) is the de facto holding company for the Samsung Group, operating diverse divisions across engineering and construction, trading, fashion, and resort operations, while maintaining major equity stakes across the Samsung corporate ecosystem. The manager is...