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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.
Jeff Bezos told a story in a recent interview of the early days at Amazon when one of his more senior Board members pulled him aside and told him he had just enough good ideas to bankrupt his company. When Jensen Huang...
— Ken Burke
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Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
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...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...