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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.
Initiated a new position. Recognized for its...
— Hrishikesh Gupta
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Other investors who've written on Netflix, Inc.
Netflix’s share price declined 3% during the third quarter and 11% year-to-date from our average cost. The decline has...
Netflix is the preeminent global subscription streaming entertainment provider, offering a vast catalog of original and licensed film, television, and gaming content to hundreds of millions of paying members worldwide. The fund initiated...
Netflix, Inc. ($NFLX) is cited as a foundational case study of equity-driven credit research and represents 0.0% of the fund's current portfolio.
More institutional theses from SGA - Global Growth
A position in Ecolab, the global leader in water, cleaning, and sanitation technologies and services, was initiated during the quarter. Its mission-critical products...
Microsoft was a top contributor during the quarter following a strong quarterly report that reinforced confidence in the company’s cloud and AI growth opportunities. Azure returned to...
Salesforce was a top contributor during the quarter as improving investor confidence in its growth outlook and AI strategy helped reverse some of the weakness experienced earlier in the year. Shares advanced following...