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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.
Platinum Asset Management’s quarterly report for the period ending June 30, 2025 highlights a strong preference for non-US equities, particularly in South Korea, Europe, and Japan. The flagship Platinum...
— Jimmy Su
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Other investors who've written on KLA Corp
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