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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.
Nvidia and Eli Lilly are two examples from our portfolio. Nvidia spent years...
— Alan Breed
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Other investors who've written on NVIDIA Corporation
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
Nvidia was a top contributor during the quarter as another strong report reinforced the scale and durability of demand for AI infrastructure. Revenue more than...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
More institutional theses from Edgewood Management
As the primary industry standard in consumer credit scoring, the company holds an incredibly durable market position. Recent regulatory headline...
Boasting a near-monopoly in crucial photolithography technology, the company is an essential beneficiary of secular semi-conductor growth. Short-term stock declines...
Despite a sharp drop in share price following weak quarterly results and guidance, the company's core position as a mission-critical supplier for chip design remains solid. The manager believes...