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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 Select Growth returned 23.2 percent net in Q2 2026, outperforming the Russell 1000 Growth Index's 16.7 percent return, driven by broad-based strength across AI infrastructure holdings. The portfolio benefited...
— Wesley A. Johnston, Thomas H. Trentman, Benjamin H. Betcher
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Other investors who've written on Advanced Micro Devices Inc.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype.
Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing pl