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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.
Tesla remains our largest position, at roughly 11% of the portfolio. The stock had...
— Arne Alsin
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Other investors who've written on Tesla Inc
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell 15.6%...
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell as...
Tesla, Inc. ($TSLA) designs and manufactures electric vehicles, energy storage systems, and autonomous mobility solutions. The fund maintains...
More institutional theses from Nightview Capital
New positions. We initiated two:...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
We believe the world will want more than one major supplier of AI computing, and AMD is the most credible alternative at scale. Owning both gives...