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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.
Silicon Valley lore begins in 1957 when the Traitorous Eight left Shockley Semiconductor to found Fairchild and the modern chip and venture capital ecosystems.
— Stephen Dodson and Raphael de Balmann
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Other investors who've written on SAP SE
SAP's mission-critical role in enterprise workflows allows it to successfully embed AI agents horizontally and vertically throughout its product portfolio. Furthermore, the company...
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SAP SE is the twenty-second largest holding. Germany-based global software...