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.
Shares declined -14% over the month, compounding a -4% NAV decline and widening the discount to 46%. However, the resolution...
— Joe Bauernfreund
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Other investors who've written on News Corporation
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More institutional theses from AVI Global Trust
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
L) represents 4.7% of the fund's portfolio.
Sartorius AG ($SRT.DE) is a premier bioprocessing equipment and consumables manufacturer held indirectly via Bio-Rad Laboratories' 32% equity stake.