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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.
The short book cost a little in September as SpaceX and Apple rose, but Intuit was our best short, contributing 0.12ppts. At its 17...
— Minotaur Capital Management Pty Ltd
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Other investors who've written on Intuit Inc.
Intuit Inc. develops mission-critical business accounting software (QuickBooks) and tax preparation solutions (TurboTax). The manager has...
The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell...
Intuit Inc. is positioned for a bullish reversal, supported by strong fundamentals and a well-defined bullish divergence on the weekly chart. Despite fears that...
More institutional theses from Minotaur Global Opportunities Fund
SK hynix ($000660.KS) is a leading South Korea-based semiconductor memory manufacturer with market-leading positions in advanced High Bandwidth Memory (HBM) supplied to AI accelerators. While the manager...
Meta Platforms ($META) operates global social networking applications and digital advertising infrastructure, connecting billions of daily active users across family apps including Instagram, WhatsApp, and Facebook. The manager's bullish...
Micron Technology ($MU) is a premier global designer and manufacturer of semiconductor memory and storage solutions, specializing in DRAM, High Bandwidth Memory (HBM), and NAND flash memory chips. The manager has...