Loading investment pitches...
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.
SAP, Europe's largest pure-play software company, is a leading enterprise resource planning (ERP) provider in the midst of a customer migration from its legacy on-premise ERP suite, ECC, to its modernized, cloud-forward offering, HANA. SAP is mission-critical...
— Pzena Global Small Cap Focused Value strategy
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on SAP SE
SAP, Europe's largest pure-play software company, is a leading enterprise resource planning (ERP) provider in the midst of a customer migration from its legacy on-premise ERP suite, ECC, to its modernized, cloud-forward offering, HANA. SAP is mission-critical...
SAP was a top contributor to performance during the quarter after reporting second quarter results that helped ease concerns surrounding potential AI-related disruption to its core software business. Current cloud backlog...
SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning.
More institutional theses from Pzena Global Small Cap Focused Value strategy
Headquartered in China, Haier Smart Home is the world's largest major home appliance manufacturer. Despite continued market...
Since late 2025, we have been increasing our stake in Amdocs, a provider of essential billing software for the world's largest telecom carriers, as the stock's multiple collapsed on AI disruption and top-line growth concerns. Over roughly the...
SS&C, a global provider of crucial software and services to the financial services industry, similarly fell victim to the SaaSpocalypse sell-off. We believe SS&C...