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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.
Brennan Asset Management's Q2 2026 letter focuses on the discipline required to hold winners and add to hated names. The manager sees...
— Patrick Brennan
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Other investors who've written on DCC plc
DCC is a highly cash-generative, well-managed business that has experienced stagnant share price performance despite positive catalysts like a recent spin-off. The manager maintains...
DCC plc is leading British group specialising in distribution and sale of fuels and liquefied gases.
DCC Plc is simplifying its corporate structure by divesting non-core healthcare and technology segments to establish itself as a focused propane distributor. The company operates...