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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.
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
— Hrishikesh Gupta
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Other investors who've written on Delta Electronics
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs...
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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...