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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.
We liquidated our position in Nike during the quarter. CEO Elliott Hill...
— Tucker Brown
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Other investors who've written on NIKE, Inc.
Nike designs, develops, and markets athletic footwear, apparel, equipment, and accessories globally. The manager articulates...
Nike has experienced a significant decline in its stock price, falling over 75% in five years, primarily due to strategic missteps in its Consumer Direct Offense and...
More institutional theses from SGA - U.S. Large Cap Growth
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...
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...