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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.
Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform across drug discovery, diagnostics and other applications. Revenue grew 23%...
— Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner
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Other investors who've written on Twist Bioscience Corp
Twist Bioscience ($TWST) is a synthetic biology leader that manufactures synthetic genes, oligo pools, and variant libraries by writing DNA on silicon semiconductor chips. Describing the company...
Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and ind
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Okta ($OKTA) is a pure-play cloud cybersecurity provider delivering identity and access management (IAM) solutions that enable enterprises to securely authenticate and govern employees, customers, and connected digital devices. The investment team...
Robinhood Markets ($HOOD) operates a mobile-first digital financial services platform that offers commission-free trading in equities, options, and cryptocurrencies, alongside high-yield cash management and consumer credit products. The investment team...
Cloudflare ($NET) operates an expansive global edge cloud network that delivers web security, content acceleration, and developer infrastructure to millions of web properties worldwide. The manager maintains...