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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.
General Motors (GM) is a good example. While investors have...
— Ankur Shah
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Other investors who've written on General Motors
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More institutional theses from Ashva Capital Management LLC
We initiated exposure to Take-Two Interactive (TTWO) by selling puts with strike prices below the prevailing share price. We have not...
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Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype.