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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.
Why are they doing it? It’s actually being...
— Ken Burke
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Other investors who've written on Palantir Technologies Inc.
Palantir Technologies reported a strong Q2 2026 with revenues soaring to $1.9 billion, nearly double from the prior year. Despite this growth,...
Palantir Technologies Inc. reported strong Q2 2026 results, significantly beating revenue and earnings estimates. The company demonstrated...
Palantir Technologies has shown robust growth with a 93% revenue increase in Q2 2026, surpassing the milestone of 1,000 customers and nearly $2 billion in quarterly ...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
Amphenol Corporation ($APH) manufactures specialized electrical connectors, fiber-optic systems, and coaxial cables utilized across industrial, aerospace, and data infrastructure applications. The fund initiated...
Meta Platforms ($META) operates global digital communication platforms including Facebook, Instagram, and WhatsApp. The manager is...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.