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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.
Another larger contributor of weakness was a new software position, Intuit. I rotated some...
— Hawkins Entrekin
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Other investors who've written on Intuit Inc.
Intuit ($INTU) is a financial software enterprise providing tax preparation, accounting, and small business payroll tools, including TurboTax, QuickBooks, and Credit Karma. Minotaur operated an...
The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell...
Intuit Inc. is positioned for a bullish reversal, supported by strong fundamentals and a well-defined bullish divergence on the weekly chart. Despite fears that...
More institutional theses from Warden Capital
CoreWeave Inc. ($CRWV) is referenced as a distressed neocloud bellwether whose debt yields have surged to 14-15%, signaling broader financing stress across AI infrastructure.
D-Wave Quantum Inc. is a hardware developer specializing in quantum annealing systems and specialized optimization computing. The manager holds...
V. is a clinical-stage...