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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.
Compass Diversified Holdings (CODI) provided (finally) updated financials and held a conference call with the investment community. CODI reiterated that...
— Patrick Brennan
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Other investors who've written on Compass Diversified
Following a fraud incident at its Lugano subsidiary, Compass Diversified's core operations have remained stable, maintaining original guidance once Lugano is excluded. The manager is...
We increased our position in Compass Diversified Holdings (CODI) and CAB Payments (CAB), two names that caused considerable headaches over the past 12-24 months, and both have dutifully produced a goo
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