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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.
Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates tim...
— Yaron Naymark
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Other investors who've written on Hilton Grand Vacations
We re-initiated a position in Hilton Grand Vacations (HGV), the market leader in the timeshare industry and a stock we have followed for a number of years.
Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates timeshare resorts prima