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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.
Arm Holdings, leading designer and licensor of CPU architectures and related subsystems, was liquidated from the portfolio due to valuation considerations. The company delivered...
— Hrishikesh Gupta
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Other investors who've written on Arm Holdings plc
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