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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.
As a vocal Google bull last year, lots of people have been asking me why I’m not all in on Google. The reason is...
— Shomik Ghosh
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Other investors who've written on Alphabet Inc.
The hyperscale data center builders like Google, Meta, Microsoft and Amazon have huge cash flows and enthusiastic markets for their stock or debt. Yes, their capital...
The manager notes that Alphabet's reported net earnings were artificially boosted by $98 billion of non-cash unrealized gains on startup investments amid negative free cash flow.
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
More institutional theses from Ghosh Capital
MDA Space represents a top-five position for the fund, trading at 10x forward EBITDA. It offers exposure...
Kelly Partners Group is a high-quality compounder that acquires accounting and tax firms serving small-to-medium businesses. It employs a...