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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.
Very good results driven by GLP1 drugs. Trimmed due to...
— Stuart Pearce, Alexis Delloye
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Other investors who've written on McKesson Corporation
More institutional theses from Alluvium Global Fund
Alibaba's recent performance has been boosted by a significant expansion in its cloud and AI segments, which have seen revenues double for six consecutive quarters. While its valuation...
Despite reporting sound operating results, Alphabet's stock declined due to broader tech sector weakness and investor anxiety over its large capital expenditure plans. The fund updated...
Thor Industries lowered its full-year earnings guidance significantly as a brief recovery in consumer confidence reversed. Potential tariff headwinds...