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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.
Alphabet (GOOG) – We bought Alphabet (i.e. Google) in a few accounts. I’ve owned it...
— Daniel Shvartsman
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Other investors who've written on Alphabet Inc Class C
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
More institutional theses from Middle Coast Investing
TriMas Corporation ($TRS) manufactures engineered packaging solutions and specialized gas cylinders for industrial, consumer, and pharmaceutical end markets. Middle Coast Investing...
Telephone and Data Systems ($TDS) is a regional telecommunications and broadband operator undergoing a multi-year corporate transformation. The manager adopted...
Tripadvisor ($TRIP) operates an online travel platform and booking marketplace, with its critical growth driver centered on Viator, an experiences and tour booking marketplace. While trimming shares...