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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.
Ariel Fund returned 13.59% in Q2 2026, trailing the Russell 2500 Value and Russell 2000 Value indices as U.S. equities rebounded sharply with their strongest quarterly gains since 2020. The fund's core...
— John W. Rogers, Jr.
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Other investors who've written on Madison Square Garden Entertainment Corp.
MSGE shares declined because of lowered fiscal year 2025 operating income guidance caused by temporary tour cancellations and transitioned marketing costs. The company's exceptional...
MSGE leverages its irreplaceable physical venues and strong pricing power to capture resilient demand in live entertainment. Strong financial positioning...