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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.
Nvidia reported first quarter results that were extremely solid. The company took...
— Haicheng Li, CFA
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Other investors who've written on NVIDIA Corporation
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
More institutional theses from The Baird Chautauqua Global Growth Fund
T) is a global human resources and staffing technology platform that operates Indeed and Glassdoor, representing an average weight of 3.37% in the fund. The manager maintains...
T) is a Japanese robotics, CNC machinery, and factory automation equipment manufacturer representing an average portfolio weight of 1.83% in the fund. The manager holds...