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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.
During the second quarter of 2026, the market began the process of sorting through the carnage and companies like Crowdstrike and Snowflake were not only deemed to be survivors but potential major winners from the AI revolution. In retrospect, it...
— Ken Burke
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Other investors who've written on CrowdStrike Holdings, Inc.
The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified...
The manager initiated a 3% position in CrowdStrike, citing its cloud-native architecture and high module adoption as key competitive moats. As enterprises consolidate...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
Meta Platforms ($META) operates global digital communication platforms including Facebook, Instagram, and WhatsApp. The manager is...