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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 is the world’s largest software company with a broad range of offerings including Microsoft office, gaming, Azure cloud computing, LinkedIn, and more. Our estimated value...
— C.T. Fitzpatrick
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Other investors who've written on Microsoft Corporation
Software leader Microsoft Corporation contributed to performance with shares up 37.8%, recovering from their decline to start the year (shares are now up 7.4% year-to-date) driven by the broader recovery in software stocks during the quarter and buoyed by its strong quarterly results and the outlook management has provided. The company reported...
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft’s share price increased 38% during the third quarter and 27% year-to-date from our average cost. The company is...
More institutional theses from Vulcan Value Partners - Large Cap
Sodexo is a leading global food services provider characterized by long-term contracts, high customer retention, and stable cash flows. Corporate actions to...
Stanley Black & Decker is a leading global tools manufacturer with robust brands and substantial market share. A comprehensive cost...
TPG is an alternative asset manager poised to benefit from long-term private market capital flows and annuity-like fees. The company's exceptional...