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.
Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. Unfortunately, European intere...
— Steven Wood
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Correios de Portugal
CTT's core logistics and banking businesses delivered 38% EBIT growth in 2024, led by an 83% earnings surge in Express & Parcels. M&A catalysts including...
Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring.