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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’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
— William A. Ackman
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Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
Amazon.com ($AMZN) represents 7.99% of the fund's portfolio. Amazon dominates global...
More institutional theses from Pershing Square Holdings
QSR's share price declined 1% during the third quarter but remains up 7% year-to-date, as we believe investors are beginning to better appreciate the durability of its growth. While peers have...
ICE’s share price rose 2% from our average cost in the third quarter as record volumes on ICE’s futures and options exchanges and accelerating growth in its data businesses have been somewhat offset by concerns around the sustainability of recent Exchanges volumes, the perceived threat of perpetual futures, and the impact of higher rates on Mortgage Technology. We remain confident...
Meta’s share price increased 29% during the third quarter and 10% year-to-date. Its core advertising...