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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.
The Ennismore Global Equity Fund delivered a positive return in Q2 2025, with the GBP share class gaining 5.6% (7.5% YTD) and the EUR class returning 3.6% (4.5% YTD). Positive stock selection...
— Ennismore Fund Management Limited
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Other investors who've written on Flutter Entertainment
Flutter Entertainment suffered a stock pullback due to downgraded 2026 guidance as a result of lower volume growth and increased upfront investments in Brazilian expansion and US prediction markets. These investments, alongside...
The manager highlights the company's leading U.S. market share through its FanDuel brand and remains optimistic about its heavy growth investments. While state-by-state marketing...