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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 believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant...
— Jay Winthrop
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Other investors who've written on Microsoft Corporation
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft’s share price increased 38% during the third quarter and 27% year-to-date from our average cost. The company is...
Selection within Information Technology contributed most, including overweight positions in Microsoft Corp. (Information Technology sector), Meta Platforms Inc. (Communication Services sector), Salesforce Inc. (Information Technology sector) and Workday Inc. (Information Technology sector).
More institutional theses from Douglass Winthrop
Mastercard has spent 2026 under investor pressure based on their belief in a future that hasn’t arrived. Investors fear that...
Uber, too, is being marked down for a future that hasn’t arrived. The fear is...
S&P Global, best known for its credit ratings and the S&P 500 index, also sells financial data to Wall Street. Investors worry that...