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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.
MercadoLibre resembles Amazon’s marketplace but owns and sells less of the inventory itself. Like Amazon in...
— Ravenel B. Curry III
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Other investors who've written on Amazon.com, Inc.
Amazon.com ($AMZN) represents 7.99% of the fund's portfolio. Amazon dominates global...
The manager highlights Amazon's costly decision to shorten server useful lives back to five years as an indicator of accelerating hardware obsolescence in AI.
Amazon.com, Inc. ($AMZN) is cited as a primary example of durable artificial intelligence infrastructure returns, with AWS generating an estimated 25% return on invested capital from incremental spending.
More institutional theses from Eagle Capital Management