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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.
Space Exploration Technologies Corp. develops and launches advanced rockets, satellites, and spacecraft, with the long-term goal of making humanity multi-planetary. Shares rose as...
— Ronald Baron, David Baron, Michael Baron
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Other investors who've written on Space Exploration Technologies Corp.
SpaceX has experienced significant volatility following its IPO, with a 43% decline in share price over 34 trading days. The market anticipated...
SpaceX is an aerospace manufacturer, space launch operator, and satellite broadband provider through its Starlink network, with expanding initiatives in artificial intelligence infrastructure. The manager adopts...
More institutional theses from Baron First Principles ETF
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell as...
Global hotelier Hyatt Hotels Corporation detracted from performance as investors grew concerned that higher oil prices, interest rates, and inflation could pressure consumers and travel budgets. However, consumer spending...
Property and casualty (P&C) insurance software vendor Guidewire increased 15.9% in the third quarter and contributed 31 bps to performance. The company continues...