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,...
— Emerald Wealth Partners - Focused Equity Strategy
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Microsoft Corp.
Microsoft Corporation ($MSFT) represents 7.50% of the portfolio. The company provides...
Castlebay observes that while Azure reached $100 billion in revenue, Microsoft's capital expenditures exceed $120 billion and cash returns lag deployed capital significantly.
Microsoft Corporation is a global technology bellwether operating across enterprise cloud computing, productivity software, and artificial intelligence platforms. The manager maintains...
More institutional theses from Emerald Wealth Partners - Focused Equity Strategy
Thermo Fisher Scientific ($TMO) operates as the quintessential supplier of laboratory instruments, consumables, reagents, and services essential to life sciences research and drug commercialization. Representing 7.18% of...
ServiceNow ($NOW) develops cloud-based digital workflow platforms designed to automate and standardize enterprise IT, human resources, and customer support operations. The stock surged...
V. ($ASML) manufactures advanced...