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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.
Amazon.com reported strong results during the first quarter. AWS revenue growth...
— Vulcan Value Partners, LLC
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Other investors who've written on Amazon.com, Inc.
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We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
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