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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.
Autodesk: Autodesk, a leading provider of digital design software, declined in September as renewed concerns around potential AI disruption weighed on sentiment towards design and engineering software. Despite better-than-expected Q2...
— Ned Bell, Joel Connell, Matt Saddington
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Other investors who've written on Autodesk, Inc.
Autodesk is an industry-standard software vendor providing computer-aided design (CAD), engineering, and architecture software tools to global construction and manufacturing industries. The manager expresses...
Autodesk is the kind of business that gets less credit than it deserves because it is not flashy. It makes software...
More institutional theses from Bell Global Emerging Companies Fund
Teradyne ($TER) manufactures automated test equipment used to verify the functionality of advanced semiconductors, electronic systems, and industrial robotics. The manager maintains...
Zoetis ($ZTS) is a global leader in animal health, engaged in the discovery, development, and manufacture of veterinary pharmaceuticals, vaccines, and diagnostic products for livestock and companion animals. The manager divested...
Lincoln Electric Holdings ($LECO) designs and manufactures specialized arc welding equipment, automated cutting systems, and welding consumables worldwide. The fund initiated...