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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 (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
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Other investors who've written on ServiceNow, Inc.
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and...
The fund purchased shares of ServiceNow following a substantial decline in price. The firm has...
More institutional theses from Emerald Wealth Partners - Focused Equity Strategy
Thermo Fisher Scientific ($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...
Microsoft ($MSFT) provides enterprise productivity software, cloud computing infrastructure, and operating platforms globally, representing 5.70% of the fund. The stock rallied...
V. ($ASML) manufactures advanced...