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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.
, our British manufacturer of private-label soaps and detergents, had a small stumble in early June, when it warned that higher petrochemical costs from the Iran war would temporarily compress margins. Thankfully, shares recovered...
— Dave Waters
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Other investors who've written on McBride plc
More institutional theses from Alluvial Capital Management
, our British producer of soaps, detergents, and laundry powders, is thriving.
We recently took a position in Gulf Marine Services PLC, a London-listed owner of 15 self-elevating, self-propelled support vessels.
In February, Alluvial Fund holding Peakstone Realty Trust agreed to be acquired by Brookfield Asset Management for $21 per share.