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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.
Bristol Gate's 2025 Annual Letter acknowledges underperformance caused by maintaining a diversified portfolio during a period of massive, narrow AI concentration. To enhance their...
— Achilleas Taxildaris
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Other investors who've written on Applied Materials, Inc.
Applied Materials was added to expand Information Technology exposure, leveraging its dominant scale in wafer fabrication equipment. The managers project...
Applied Materials, Inc. reported a strong fiscal Q3 2026 with revenue of $9.12 billion, up 25% year-over-year, and non-GAAP EPS of $3.50, up 41% year-over-year. The ...
Applied Materials, Inc. reported a strong fiscal Q3 2026, with record revenue, non-GAAP EPS, operating income, and cash from operations. The company achieved...