Loading investment pitches...
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.
Executing well on its transition to a capital-light, high-visibility model via its Strategic Capital Initiative (SCI). Highlighted Finnair Perpetual...
— Ryan O'Connor
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on FTAI Aviation Ltd.
FTAI Aviation ($FTAI) owns, leases, and provides specialized aftermarket maintenance, repair, and exchange services for high-demand commercial jet engines, primarily focusing on CFM56 and V2500 powerplants. The managers completely...
As the aerospace and engine markets remain supply-constrained, FTAI continues to deliver strong results to start 2026.
FTAI has demonstrated significant growth potential, particularly with its expansion into power systems. Despite recent margin...
More institutional theses from Crossroads Capital
Nintendo is transitioning from a cyclical hardware seller into an ecosystem platform with perpetual user growth and high-margin recurring software revenues. The firm expects...
Vistry Group is transitioning from traditional capital-intensive homebuilding to an asset-light, high-ROIC partnerships business that is resilient against interest rate fluctuations. This transformation will...