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.
In March 2000, Cisco was the world's largest company by market capitalisation, valued at approximately $550 billion. Its forward P/E...
— David Steinthal
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on NVIDIA Corp.
NVIDIA Corporation designs specialized graphics processing units and accelerated computing hardware that serve as the foundational compute architecture for artificial intelligence models globally. Polen Capital maintains...
Nvidia ($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 L1 Capital International Fund
Netflix is the preeminent global subscription streaming entertainment provider, offering a vast catalog of original and licensed film, television, and gaming content to hundreds of millions of paying members worldwide. The fund initiated...
Marsh & McLennan Companies is the global leader in insurance broking, risk advisory, talent consulting, and strategic risk management services. The investment team...
Danaher Corporation is an essential designer and manufacturer of advanced instruments, diagnostic tools, and biological consumables used across pharmaceutical laboratories and medical research facilities worldwide. The investment manager...