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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.
The Insiders Fund returned 8.43% in Q2 2026 but underperformed the S&P 500's 15.2% quarterly gain, primarily due to a 30% concentration in Alphabet that backfired when the company announced an $80 billion dilutive capital raise to fund data center expansion. The manager believes...
— Alpha Wealth Funds - The Insiders Fund
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Other investors who've written on Pool Corp.
Pool Corporation is a dominant wholesale distributor trading at a historic low valuation of 15.5x forward earnings due to post-COVID normalization and competitive worries. Despite macro headwinds...
Pool Corp. was fully exited from the portfolio during the first quarter of 2026.