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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.
Creek Drive Capital Management reported a strong full-year 2025 performance, achieving a 73.9% net return (94.8% gross) and scaling its assets to over $150 million. The long book...
— Kevin Mak, CFA
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Other investors who've written on Sphere Entertainment Co.
Sphere's operating results continue to surprise us to the upside.
Sphere Entertainment experienced profit-taking despite solid financial performance, presenting a disconnect between stock price and strong business fundamentals. Financials are expected...