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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.
Microsoft was a top contributor to third-quarter outperformance. The Company grew...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Microsoft Corp.
Microsoft Corporation is a global technology bellwether operating across enterprise cloud computing, productivity software, and artificial intelligence platforms. The manager maintains...
Castlebay observes that while Azure reached $100 billion in revenue, Microsoft's capital expenditures exceed $120 billion and cash returns lag deployed capital significantly.
Microsoft is a global technology enterprise providing foundational enterprise productivity software, personal computing platforms, and hyperscale cloud infrastructure via Azure. The fund maintains...
More institutional theses from Wedgewood Partners
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...
Motorola Solutions ($MSI) represents 5.42% of the portfolio. The company provides...