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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.
TPG's stock has pulled back significantly on misplaced concerns over AI disruption in its software portfolio, despite posting stellar double-digit growth in assets and fee-related earnings. The firm has...
— VVP Q2 Letter 06.30.26
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