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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.
Accenture fell 38%, and we exited in June. Our case rested...
— Christopher R. Pavese
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Other investors who've written on Accenture plc
Accenture has experienced a major valuation contraction due to temporary IT spending slowdowns and a misguided narrative that the firm is an AI loser. While AI may...
Accenture, a leading global IT consultant, has experienced a significant valuation decline over the last four years due to cyclical IT spending headwinds and the market perception that it will lose out to AI. However, FMI believes...
FMI considers Accenture a premier global IT consultant whose valuation has halved due to temporary IT spending headwinds and the misguided perception of being an AI loser. FMI expects that...
More institutional theses from Broyhill Asset Management
IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...
Masco Corporation ($MAS) is a leading designer and manufacturer of branded home improvement and building products, most notably plumbing fixtures (Delta, Hansgrohe) and architectural coatings (Behr). Broyhill initiated its...
First Citizens BancShares ($FCNCA) is a large regional bank holding company known for disciplined underwriting, value-accretive distressed acquisitions, and specialized commercial finance operations. Broyhill initiated a...