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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.
Nvidia's profile has changed over time. End markets are...
— Anthony Bailly
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Other investors who've written on NVIDIA Corporation
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
More institutional theses from Rothschild & Co LongRun Equity Fund
The fund established a new position in Amazon, viewing it as an undervalued quality giant rather than a turnaround story. Key drivers include...
Synopsys was purchased following a sharp price drop caused by temporary China-related export headwinds. The company holds...
Cadence is pitched as a mission-critical provider of Electronic Design Automation software and hardware. The company boasts...