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 was a top contributor during the quarter following a strong quarterly report that reinforced confidence in the company’s cloud and AI growth opportunities. Azure returned to...
— Hrishikesh Gupta
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Microsoft Corporation
Microsoft was the Fund’s second best-performing stock over the third quarter, with the majority of the outperformance coming in July following an exceptionally strong earnings release. Microsoft has one...
Microsoft was a top contributor during the quarter following a strong quarterly report that reinforced confidence in the company’s cloud and AI growth opportunities. Azure returned to...
Microsoft Corporation ($MSFT) represents 7.50% of the portfolio. The company provides...
More institutional theses from SGA - Global Growth
A position in Ecolab, the global leader in water, cleaning, and sanitation technologies and services, was initiated during the quarter. Its mission-critical products...
Salesforce was a top contributor during the quarter as improving investor confidence in its growth outlook and AI strategy helped reverse some of the weakness experienced earlier in the year. Shares advanced following...
Nvidia was a top contributor during the quarter as another strong report reinforced the scale and durability of demand for AI infrastructure. Revenue more than...