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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.
Management performed poorly, falling into a secondary position in obesity/diabetes drug development and failing to block illegal generics in the US. However, a wholesale...
— Terry Smith
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Other investors who've written on Novo Nordisk A/S
Novo Nordisk experienced short-term headwinds as its recent financial guidance failed to meet consensus estimates. However, the manager...
The fund decided to completely sell its position in Novo Nordisk after experiencing a deterioration in the company's multi-year financial outlook. Despite buying the...
More institutional theses from Fundsmith Equity Fund
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
Mastercard operates a digital payment network connecting consumers, merchants, and banks worldwide.
Uber operates a platform that connects users with ride-hailing and food-delivery drivers.