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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.
At the end of the day, it was always something with Abbott. Whether it was...
— Ken Burke
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Other investors who've written on Abbott Laboratories
Abbott Laboratories ($ABT) makes up 3.4% of the fund's capital. As a diversified...
Abbott Laboratories is a diversified global healthcare company operating across medical devices, diagnostics, branded generic pharmaceuticals, and nutritional products. Abbott represents 5.0%...
Abbott Laboratories ($ABT) is a globally diversified healthcare company operating across medical devices, diagnostics, branded generic pharmaceuticals, and nutritional products. The manager established...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.
Meta Platforms ($META) operates global digital communication platforms including Facebook, Instagram, and WhatsApp. The manager is...