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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.
Amazon also contributed positively to portfolio performance during the quarter. Amazon Web Services...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Amazon.com, Inc.
The manager highlights Amazon's costly decision to shorten server useful lives back to five years as an indicator of accelerating hardware obsolescence in AI.
Amazon ($AMZN) is held within the Eagle Equity Composite and is referenced in the letter as a primary operational benchmark and competitor to MercadoLibre in Latin America.
Amazon.com, Inc. ($AMZN) is cited as a primary example of durable artificial intelligence infrastructure returns, with AWS generating an estimated 25% return on invested capital from incremental spending.
More institutional theses from Wedgewood Partners
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Microsoft Corporation ($MSFT) represents 7.50% of the portfolio. The company provides...
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...