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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.
The manager's portfolio experienced a -3.64% return during H1 2025, lagging the S&P 500's return of 6.20%. Key active exposures...
— MDC
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Other investors who've written on Enhabit, Inc.
Enhabit is a home healthcare and hospice provider spun out in 2022 that has struggled with declining revenues, higher costs, and lender covenant issues. Despite these near-term...
A provider of home healthcare and hospice services that has struggled with high costs and declining revenues since its 2022 spin-off. Despite needing covenant...