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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 Intuit Inc.
The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell...
Intuit Inc. is positioned for a bullish reversal, supported by strong fundamentals and a well-defined bullish divergence on the weekly chart. Despite fears that...