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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.
NVIDIA was the Portfolio’s largest relative detractor during the quarter, not because the stock declined, but because our approximately 7.5% position remained materially underweight its roughly 15% weight in the Index. NVIDIA’s shares increased...
— Dan Davidowitz
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Other investors who've written on NVIDIA Corp.
Nvidia Corporation is the global market leader in accelerated computing hardware, graphics processing units, and networking interconnect systems powering artificial intelligence workloads. The manager holds...
Nvidia ($NVDA) designs high-performance graphics processing units (GPUs) and specialized networking hardware essential for training and deploying artificial intelligence models. Elm Ridge adopts...
Nvidia designs the specialized computing hardware and software architecture essential for training and running generative artificial intelligence models across the globe. The manager maintains...
More institutional theses from Polen Capital - Focus Growth
Quanta Services operates as North America's largest specialty contracting infrastructure provider, engineering and constructing critical electric transmission networks, substations, and clean energy grid connections. Polen Capital initiated...
Seagate Technology is a premier designer and manufacturer of high-capacity mass data storage equipment, functioning as one of only two primary global manufacturers in the hard disk drive industry. Polen Capital established...
Shopify provides essential cloud infrastructure and point-of-sale software that powers digital commerce operations for independent retailers and enterprise brands globally. While Polen Capital...