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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.
Salesforce, the enterprise software giant, ended the quarter as the Fund's top performer. This follows a...
— Dr Ian Mortimer, CFA
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Other investors who've written on Salesforce, Inc.
Salesforce was a top contributor during the quarter as improving investor confidence in its growth outlook and AI strategy helped reverse some of the weakness experienced earlier in the year. Shares advanced following...
Salesforce was a top contributor during the quarter as improving investor confidence in its growth outlook and AI strategy helped reverse some of the weakness experienced earlier in the year. Shares advanced following...
Salesforce, Inc. ($CRM) is the preeminent global provider of cloud-based enterprise customer relationship management software, enabling businesses to manage client sales, customer service, and marketing operations. The manager established...
More institutional theses from Guinness Global Innovators
The Fund's three semiconductor equipment holdings were the bottom performers over the quarter: KLA (-35.3% USD), Applied Materials (-29.2%), and Lam Research (-24.1%). This followed exceptionally...
Microsoft was the Fund’s second best-performing stock over the third quarter, with the majority of the outperformance coming in July following an exceptionally strong earnings release. Microsoft has one...
The Fund's three semiconductor equipment holdings were the bottom performers over the quarter: KLA (-35.3% USD), Applied Materials (-29.2%), and Lam Research (-24.1%). This followed exceptionally...