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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.
In Q4 2025, SGA Global Growth disappointed, returning -0.1% (Gross) and -0.3% (Net) compared to 3.3% for the MSCI ACWI. 2025 proved to...
— Hrishikesh Gupta
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Other investors who've written on ServiceNow, Inc.
ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and...
ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and...
The fund purchased shares of ServiceNow following a substantial decline in price. The firm has...