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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.
ADP is one of the leading providers of payroll and human resources software. Despite its predictable...
— Andrew D.W. Hill
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Other investors who've written on Automatic Data Processing, Inc.
More institutional theses from Andrew Hill Investment Advisors, Inc.
Nvidia is the preeminent designer of graphic processing units (GPUs) and integrated accelerated computing platforms that serve as the foundational computing hardware for modern artificial intelligence applications. 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...
Microsoft is a global technology conglomerate providing mission-critical enterprise software, cloud computing infrastructure through Azure, and modern workplace productivity solutions. The manager holds...