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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.
We added a new position in Alphabet (GOOGL) this quarter (see memo). Google dominates the...
— Eugene Ng
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Other investors who've written on Alphabet, Inc.
The manager notes that Alphabet's reported net earnings were artificially boosted by $98 billion of non-cash unrealized gains on startup investments amid negative free cash flow.
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
Alphabet is the global technology conglomerate operating Google Search, Google Cloud, YouTube, and proprietary AI models. The manager adopted...
More institutional theses from Vision Capital
Datadog, Inc. ($DDOG) provides a unified cloud observability, performance monitoring, and security software platform that helps enterprise engineers monitor critical cloud infrastructure and software stacks. The manager established...
The Trade Desk, Inc. ($TTD) operates an independent demand-side digital advertising platform enabling buyers to purchase programmatic ad inventory across digital channels. The manager liquidated...
MercadoLibre faced price pressure from Latin American macro concerns and a strengthening US dollar alongside heavy capital reinvestment. The fund believes...