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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.
VF Corp manages apparel brands, including The North Face, Timberland, and Vans. The company has...
— Christian Ryther
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Other investors who've written on V.F. Corporation
VF Corp owns a portfolio of iconic apparel brands but suffered from past capital allocation errors, including excessive dividends and overpaying for acquisitions. Under a new...
An apparel company navigating a turnaround under a new CEO after historical capital allocation missteps and excessive dividend payouts. Having righted its...
More institutional theses from Curreen Capital
GetBusy provides online document exchange systems, primarily for accountants. GetBusy spun out...
Advance Auto Parts is a retailer of replacement automotive parts and supplies. These include batteries,...
Fortrea helps its biotech and pharmaceutical customers run clinical trials with the goal of winning approval to sell new treatments in the U.S. and other countries. Fortrea helps design...