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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.
Reversionary investments were modestly negative this year but we expect them to play an important role in driving portfolio returns. We have increased...
— Cooper Investors Pty Limited
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Other investors who've written on Daikin
Daikin (Exit): We trimmed our position in Daikin, the Japanese HVAC leader.
Daikin is a premier global HVAC player suffering from a severe valuation discount compared to peers due to a overcapitalized balance sheet and depressed margins. Elliott proposes an...