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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.
Among the largest contributors were Motorola Solutions Inc. (MSI) and Costco Wholesale Corp. (COST), both of which advanced approximately 14% during the period. Motorola Solutions is...
— Stephen E. Grant
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Other investors who've written on Costco Wholesale Corporation
The manager uses Costco's forward valuation as a point of comparison to demonstrate that leading technology stocks are not excessively priced. Costco trades at...
Although Costco possesses an exceptional business model with strong member retention and international expansion prospects, its valuation at over 55 times earnings leaves zero buffer. The manager believes...
More institutional theses from Value Line Select Growth Fund