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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.
Charter Communications and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April. It seems the...
— Stuart Pearce, Alexis Delloye
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Other investors who've written on Charter Communications, Inc.
Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced...
Elon Musk's SpaceX purchase of U.S. spectrum scared investors into believing that not only will SpaceX instantly disrupt the U.S. market but also that this purchase implies SpaceX will buy up spectrum everywhere simultaneously…even in markets where none is for sale. A "bot-war" narrative...
Charter Communications, Inc. ($CHTR) provides broadband connectivity, cable television, and mobile services to residential and commercial customers across the United States. While the holding...
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...