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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.
Worst performer in 2025, declining 67.3%. The investment thesis...
— Michael P. McCloskey
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Other investors who've written on Fiserv, Inc.
Fiserv detracted from relative performance as it undergoes a corporate turnaround focused on improving client satisfaction and product development. An unexpected CEO...
Fiserv was our biggest detractor from performance on the year.
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General Dynamics benefits from secular tailwinds in defense spending driven by ongoing global conflicts. The firm also...