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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.
TimesSquare's U.S. Mid Cap Growth Composite (Net) fell by -4.68% during 4Q25, underperforming the Russell Midcap Growth Index (-3.70%), but finished the year ahead of the benchmark with a 9.36% return. Global equity markets...
— TimesSquare Capital Management LLC
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Other investors who've written on Axon Enterprises
The largest detractor from relative performance. Shares declined due...
Axon has transitioned successfully into a software-as-a-service model, utilizing evidence.com as an essential repository for law enforcement data. Despite high current...
Axon continues to exhibit exceptional operational performance and strong product innovation through offerings like DraftOne and its drone platform. Its substantial contracted...