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 (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,...
— Thomas Küpfer (CIO), Moritz Solèr (CEO)
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on ServiceNow, Inc.
ServiceNow ($NOW) develops cloud-based digital workflow platforms designed to automate and standardize enterprise IT, human resources, and customer support operations. The stock surged...
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and...
More institutional theses from LLOYD Capital - Focused Equity Strategy
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,...
On the other hand, our semiconductor holdings detracted from performance. ASML (-0.5 pp)...
Thermo Fisher Scientific was the largest contributor (+2.0 percentage points), with the stock up 34.7%. After several years...