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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 Forager Australian Shares Fund delivered exceptional returns of 31.1% in FY2025, significantly outperforming the All Ordinaries Index's 13.2% return. The fund's success...
— Steve Johnson
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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...