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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.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
— Marc Werres
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Other investors who've written on Amazon.com, Inc.
Amazon’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
Amazon.com ($AMZN) represents 7.99% of the fund's portfolio. Amazon dominates global...
More institutional theses from Hinde Group
During the quarter, we built a new position in Mobility Global Inc. common stock (NYSE: MBGL). MBGL began “regular-way”...
Our positions in Uber Technologies, Inc. common stock (NYSE: UBER) and Mobility Global Inc. common stock (NYSE: MBGL), a position we added during the quarter, were notable detractors. UBER fell 5.1%...
Our positions in Becton, Dickinson and Company common stock (NYSE: BDX) made notable positive contributions.