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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.
We also added industrial gas company Linde, which traded down with its industry peers and materials more broadly on caution over the global macroeconomic backdrop. Linde is a...
— Dmitry Khaykin, Deepon Nag
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Other investors who've written on Linde plc
Linde ($LIN) is the world's leading industrial gas supplier, delivering atmospheric and process gases under long-term supply contracts across manufacturing, healthcare, and chemicals. The manager divested...
Former CEO Steve Angel built a disciplined corporate culture focused on returns and accumulated significant beneficial ownership. Under his long-term...
More institutional theses from ClearBridge Investments Large Cap Value
CVS Health Corporation operates an integrated healthcare enterprise spanning retail pharmacies, pharmacy benefit management via Caremark, and healthcare benefits through Aetna. ClearBridge maintains an...
Nvidia Corporation is the premier global designer of advanced graphics processing units (GPUs) and integrated compute platforms powering generative artificial intelligence, high-performance computing, and enterprise automation. ClearBridge initiated a...