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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.
In their Q4 2025 client letter, Wedgewood Partners terms 2025 an 'Annus Horribilis' due to severe relative underperformance caused by extreme market concentration in speculative, high-multiple AI tech stocks. To address this,...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Motorola Solutions
The largest individual detractor from performance during the quarter was Motorola Solutions, Inc. (MSI), a manufacturer of communications and video surveillance systems and command cent
Motorola Solutions contributed positively to performance, with organic revenue up 7% and orders growing in the double digits for the third consecutive quarter.
Motorola Solutions contributed positively to the portfolio by gaining roughly 14% during the quarter. The company operates...