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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.
ICON Plc (ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990...
— Vinson Walden
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Other investors who've written on ICON Public Limited Company
ICON Plc fell sharply after announcing an internal investigation into revenue recognition, which the manager views as a temporary overreaction since the restatement impact is expected to be under 2%. The manager added...
LVS Advisory divested from Icon Plc after deeper research revealed that its aggressive M&A strategy created project disruptions, high employee turnover, and substantial debt. Concluding that Medpace's...
LVS purchased Icon Plc expecting strong CRO sector tailwinds and an attractive valuation, but deeper fundamental research revealed critical flaws. The firm's heavy...
More institutional theses from City Different Investments - Global Equity
Cameco's stock declined due to temporary pauses in uranium purchases by U.S. utilities seeking clarity on potential Canadian tariffs. The manager remains...
The manager exited their position in Despegar following an acquisition proposal from Prosus at a 33% premium. The investment was...
Cameco is benefiting from secular growth in the global nuclear energy transition, aided by supportive US regulatory actions targeting a fourfold capacity increase by 2050. As the world's...