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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.
SGA's Global Growth Portfolio returned 7.2% net in Q2 2026 versus 14.9% for MSCI ACWI, underperforming due to extreme momentum leadership favoring AI infrastructure beneficiaries. The MSCI ACWI...
— Hrishikesh Gupta
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Other investors who've written on Equinix Inc.
Equinix has built an unparalleled global footprint of data centers through substantial capital investment, addressing a rapidly growing 250 billion dollar market. With 95% recurring...
Equinix, Inc. is a leading global provider of digital infrastructure, offering premium co-location and interconnection services across a global footprint of 280 data centers in 77 markets.