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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.
Take for example Adobe, a company which has not really innovated for the past decade, yet prices have risen consistently. Operating margins grew...
— Freddie Lait
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Other investors who've written on Adobe Inc.
LVS exited Adobe due to significant capital allocation concerns surrounding its highly dilutive, expensive acquisition of Figma. The stock's AI-driven...
Adobe was purchased because its double-digit growth and 90% gross margins represent premium software fundamentals. The stock's 33%...
Adobe Inc is the twenty-third largest holding. Develops and supports...
More institutional theses from Latitude Global Fund
Nike designs, develops, and markets athletic footwear, apparel, equipment, and accessories globally. The manager articulates...
Tesco is the United Kingdom's leading grocery retailer, operating extensive supermarket and convenience store networks alongside digital delivery infrastructure. The investment manager...
Delivered +16% return. Outlook brightened as...