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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.
I added to Amazon after the Muse disruption narrative swept across the internet. If you have...
— Wolf of Harcourt Street
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Other investors who've written on Amazon.com, Inc.
Amazon.com ($AMZN) represents 7.99% of the fund's portfolio. Amazon dominates global...
The manager highlights Amazon's costly decision to shorten server useful lives back to five years as an indicator of accelerating hardware obsolescence in AI.
Amazon ($AMZN) is held within the Eagle Equity Composite and is referenced in the letter as a primary operational benchmark and competitor to MercadoLibre in Latin America.
More institutional theses from The Wolf of Harcourt Street
Sea Limited ($SE) is a Southeast Asian consumer internet platform operating e-commerce marketplace Shopee, digital financial services provider SeaMoney, and gaming developer Garena, representing 6.1% of fund assets. The manager positions...
Nu Holdings Ltd. ($NU) operates Nubank, the dominant digital banking and financial services platform across Latin America, currently representing 7.2% of the fund's investment portfolio. The manager maintains...
The manager expanded their position in Visa for a second consecutive month, finding the valuation of 25x forward earnings highly compelling for a high-quality, stable business. They prefer to...