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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.
Largest life sciences landlord in the US. Stock is currently...
— Hawkins Entrekin
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Other investors who've written on Alexandria Real Estate Equities
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CoreWeave Inc. ($CRWV) is referenced as a distressed neocloud bellwether whose debt yields have surged to 14-15%, signaling broader financing stress across AI infrastructure.
Intuit Inc. develops mission-critical business accounting software (QuickBooks) and tax preparation solutions (TurboTax). The manager has...
D-Wave Quantum Inc. is a hardware developer specializing in quantum annealing systems and specialized optimization computing. The manager holds...