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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.
Sands Capital Global Growth delivered exceptional second-quarter 2026 results, posting a 22.2 percent net return versus 14.9 percent for the MSCI ACWI, driven primarily by AI infrastructure businesses. The portfolio's strong...
— Brian A. Christiansen, David E. Levanson, Daniel Pilling
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Other investors who've written on Intuitive Surgical
As the pioneer of minimally invasive robotic surgery, Intuitive Surgical boasts a massive global installed base and an highly compelling razor-and-blade business model. Over 80% of...
The company's leading position in robotic-assisted surgery continues to support durable high-teens revenue growth and strong earnings compounding. The manager views...