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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.
Stocks staged a strong recovery in Q2 2026, with the S&P 500 gaining 15% and finishing near record highs despite a Middle East conflict and oil shock. Oil prices spiked...
— Connor Gross, Miguel Rundstrom-Holguin, Rob Alston
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Other investors who've written on Alphabet Inc.
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.
Alphabet's unexpected decision to raise outside capital by issuing equity rather than utilizing highly accessible and cheap debt is viewed as a bearish indicator. Since the business...