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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.
Invested in Nvidia before ChatGPT. The manager remains...
— David Eborall
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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 Saltlight Capital
Enterprise AI seems to us an incredibly fruitful place to seek opportunities.
Sea Limited has achieved EBITDA profitability across all regions for its e-commerce business, Shopee, with margins expanding due to advertising, logistics, and fintech services. The manager believes...
Blue Label Telecoms is undergoing a rapid valuation turnaround driven by progress in restructuring Cell C and a potential separate listing. The core value...