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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.
Thermo Fisher Scientific was the largest contributor (+2.0 percentage points), with the stock up 34.7%. After several years...
— Emerald Wealth Partners - Focused Equity Strategy
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Other investors who've written on Thermo Fisher Scientific Inc.
Thermo Fisher Scientific Inc. ($TMO) is the world's premier provider of life sciences tools, laboratory supplies, analytical instruments, and clinical trial services, representing 5.9% of fund assets. The investment manager...
Thermo Fisher functions as a leading end-to-end platform in the life sciences sector with exceptional scale and reliable performance. The manager leveraged...
More institutional theses from Emerald Wealth Partners - Focused Equity Strategy
Microsoft ($MSFT) provides enterprise productivity software, cloud computing infrastructure, and operating platforms globally, representing 5.70% of the fund. The stock rallied...
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...