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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.
Position liquidated during the quarter due to forced attrition, citing concerns regarding 2026 organic growth deceleration, elevated multiples, and a strategic shift to more aggressive M&A.
— Hrishikesh Gupta
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Other investors who've written on ServiceNow, Inc.
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
ServiceNow ($NOW) develops cloud-based digital workflow platforms designed to automate and standardize enterprise IT, human resources, and customer support operations. The stock surged...
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
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...