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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.
Amazon and Microsoft are among the largest holdings in the portfolio because we believe their leading ‘hyperscale’ cloud platforms – AWS and Azure – will keep winning big from the AI revolution. Together they represent...
— Andrew Macken
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Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
Amazon’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
More institutional theses from Montaka Global Investments
Amazon ($AMZN) operates the world's leading cloud computing platform, Amazon Web Services (AWS), alongside its global e-commerce marketplace. Montaka maintains Amazon...
Microsoft's Azure platform provides a major growth engine as corporate adoption of AI capabilities accelerates. Combined with Amazon,...
Blackstone stands as a premier alternative asset manager well-positioned to benefit from long-term capital inflows into private markets. Despite short-term price...