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.
In the Q4 2025 investor letter, Right Tail Capital's manager, Jeremy Kokemor, reviews a challenging year where the fund returned ~0.34% before fees, lagging the S&P 500 (+17.8%) but tracking closely to the S&P 500 Equal Weight Index (+11.2%). Kokemor attributes this...
— Jeremy Kokemor
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 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...