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.
Warren Buffett announced he would step down as CEO at year-end, marking the end of an extraordinary era. We believe Berkshire’s...
— Alex and Dan
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 Berkshire Hathaway Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Unison Asset Management
All roads—mobile, EVs, cloud computing—run on chips, and all chips lead to TSMC. TSMC controls roughly...
We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns.
Alphabet continues to be treated like the stepchild of the AI revolution despite having invented it. We believe the...