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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.
TGS, one of the world leaders in seismic data and a company we've held in our portfolio for several years, recently published its second-quarter operational update: revenue recognized on a produced-revenue basis of approximately $400 million, compared to a consensus estimate of $359 million and $308 million in the same period last year—a 30% year-over-year increase. Utilization of 3D...
— EQUAM Global Value Fund
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