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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.
The ‘Magnificent Seven’ are the largest stocks in the S&P 500 Index driving market performance: Apple Inc. (AAPL), Amazon.com, Inc. (AMZN), Alphabet Inc. (GOOGL), Meta Platforms Inc. (META), Microsoft Corp. (MSFT), NVIDIA Corp. (NVDA) and Tesla, Inc. (TSLA).
— John W. Rogers
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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 Ariel Appreciation Fund
OneSpaWorld Holdings ($OSW), holding a 2.6% position in the portfolio, is the dominant global provider of outsourced health, wellness, and spa services onboard luxury cruise vessels and destination resorts. The manager maintains...
Charles River Laboratories ($CRL), which represents 3.9% of the fund's portfolio, is an essential contract research organization providing discovery and safety assessment services, laboratory products, and manufacturing support to the global biopharmaceutical industry. The manager holds...
Haemonetics Corporation ($HAE), constituting 2.7% of the fund, develops and distributes specialized hematology technologies, blood management products, and plasma collection solutions. The manager is...