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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.
Amazon.com reported strong results during the first quarter. AWS revenue growth...
— Vulcan Value Partners LLC
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Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
Amazon’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
More institutional theses from Vulcan Value Partners - Focus Plus
Forterra is one of the top UK brick manufacturers supported by long-term structural demand and pricing leverage. Although higher interest...
Carlyle Group possesses stable long-term capital across private equity, credit, and solutions. Expected interest rate...
Virtus reported solid cash flow conversion and stable net fee rates alongside modest AUM growth. The company's distribution...