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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.
At the halfway point of 2025, the GreensKeeper Value Fund was down -3.6% YTD, affected by a weakening US dollar and a Q2 reversal of Q1 gains as markets brushed off the 'Liberation Day' tariff selloff and entered a highly speculative 'risk-on' phase. The manager details...
— Michael P. McCloskey
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Other investors who've written on American Express Company
The manager argues that fears of AI disrupting payment card networks are overblown. Card networks possess...
Giverny established a new position in American Express following a 25% price drop, using proceeds from the sale of Ametek. The manager values...