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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.
Cadence Design Systems is a new holding in the LongRun Equity fund. The company perfectly...
— Anthony Bailly
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Other investors who've written on Cadence Design Systems, Inc.
Cadence Design Systems is a leading player in the stable electronic design automation software duopoly, which is crucial for complex chip designs. The company's integration...
Cadence is a dominant provider of mission-critical electronic design automation software with a high proportion of recurring subscription revenues. The manager views...
More institutional theses from Rothschild & Co LongRun Equity Fund
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MSCI is a premier provider of investment decision support tools, anchored by its highly profitable and entrenched index business. The company benefits...