Loading investment pitches...
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.
Microsoft was a top contributor during the quarter following a strong quarterly report that reinforced confidence in the company’s cloud and AI growth opportunities. Azure returned to...
— Tucker Brown
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Microsoft Corporation
Microsoft was the Fund’s second best-performing stock over the third quarter, with the majority of the outperformance coming in July following an exceptionally strong earnings release. Microsoft has one...
Microsoft was a top contributor during the quarter following a strong quarterly report that reinforced confidence in the company’s cloud and AI growth opportunities. Azure returned to...
Microsoft Corporation ($MSFT) represents 7.50% of the portfolio. The company provides...
More institutional theses from SGA - U.S. Large Cap Growth
We liquidated our position in Nike during the quarter. CEO Elliott Hill...
Waste Management, the leading waste collection and disposal company in North America, was a top detractor during the third quarter. While revenue growth...
We initiated a new position in Taiwan Semiconductor Manufacturing Company (TSMC). The company commands...