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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.
> Microsoft rallied after fiscal fourth quarter results topped expectations, recovering part of its year-to-date decline. Azure, its cloud...
— Nancy Zevenbergen, Joseph Dennison, Anthony Zackery
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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 Zevenbergen Technology Fund
Microsoft's cloud segment continues to see robust demand for Azure compute capacity despite near-term pressure on profit margins from internal investment. Rapidly growing daily...
Micron benefits from structural supply-demand imbalances as memory becomes a primary bottleneck for AI software. Customer demand for...