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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.
This is one of the reasons we own Hitachi, a company uniquely positioned to benefit in both Japan and globally through its strong position in supply of critical power infrastructure. Hitachi has also...
— Jimmy Su
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Other investors who've written on Hitachi, Ltd.
T) represents 2.8% of the fund's portfolio. The Japanese multinational...
T) represents 4.1% of the fund's portfolio and operates as a diversified global industrial conglomerate with core franchises in energy transmission, power grids, and digital infrastructure. The manager is...
T) is a Japanese industrial and technology conglomerate that provides power grid equipment, digital infrastructure, and rail systems. The fund holds...
More institutional theses from Platinum International Technology Fund
PUMA has successfully cleared excess post-COVID inventory and is capitalizing on white space left by major competitors refocusing on wholesale channels. The stock trades...
Lamb Weston experienced operational setbacks and lost market share due to an IT implementation issue and slowing restaurant traffic. The manager views...
Bilibili has evolved into a leading general-interest video platform with over 340 million monthly active users and strong engagement. After falling out...