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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.
Initiated a new position. Valuation multiples (13x...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Amazon.com, Inc.
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
Amazon’s share price increased 5% during the third quarter and 8% year-to-date. Business momentum remains...
We put our proceeds from Builders plus a little cash into a new investment in Amazon. Since I promised...
More institutional theses from Wedgewood Partners
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Microsoft Corporation ($MSFT) represents 7.50% of the portfolio. The company provides...
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...