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.
During the quarter, we initiated a position in Apple, a previously held portfolio company, on the view that near-term supply issues will work out over time. With over one...
— Hrishikesh Gupta
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Apple Inc.
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Apple designs premium consumer hardware devices, develops integrated operating systems, and delivers digital services across global markets. The manager maintains...
Apple designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and an expanding suite of software and digital services. The manager maintains...
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...
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...
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...