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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.
We initiated two positions in the Information Technology sector during the quarter: Advanced Micro Devices, a manufacturer of semiconductor devices and electronic components, and ServiceNow, which provides software for automating enterprise workflows, after significant share-price drawdowns in both cases. As a result...
— Benjamin Allen, Todd Ahlsten, Andrew Choi
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Other investors who've written on ServiceNow, Inc.
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
ServiceNow ($NOW) develops cloud-based digital workflow platforms designed to automate and standardize enterprise IT, human resources, and customer support operations. The stock surged...
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
More institutional theses from Parnassus Core Equity Fund
Meta Platforms owns leading digital social applications - including Facebook, Instagram, and WhatsApp - reaching billions of global daily active users. The fund initiated...
The manager initiated a new position in AMD after a sharp price correction. The stock provides...