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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.
Axon is not a software company in the way most people use that term, which is precisely why we think it is one of the most underappreciated businesses in our portfolio.
— Arne Alsin
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Other investors who've written on Axon Enterprises
The largest detractor from relative performance. Shares declined due...
Axon has transitioned successfully into a software-as-a-service model, utilizing evidence.com as an essential repository for law enforcement data. Despite high current...
Axon continues to exhibit exceptional operational performance and strong product innovation through offerings like DraftOne and its drone platform. Its substantial contracted...