Loading investment pitches...
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.
REQ Global Compounders returned -5.0% in H1 2026, bringing since-inception returns to 41.4%, as AI-driven rotation out of software into semiconductors created the single largest performance detractor despite strong underlying business performance. The Constellation Software...
— Oddbjørn Dybvad
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Amphenol Corporation
Amphenol Corporation (APH) delivered a strong first quarter, reporting a book-to-bill ratio of 1.24x, driven by a 78% year-over-year increase in orders.
Amphenol is a global leader in high-performance connectors with high switching costs and pricing power. Its decentralized operating...
Amphenol designs and manufactures mission-critical connectors, sensors, and interconnect systems that serve as the functional nervous system for advanced electronics. The manager is...