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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.
APi Group revealed what can happen when a business operates without a clean label. Investors struggled with...
— Adam Wilk
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Other investors who've written on APi Group Corporation
APi Group provides fire protection, electronic security, elevator, and specialty infrastructure services. The business is...
APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
More institutional theses from Greystone Capital
With that as a backdrop, KITS Eyecare recently announced that Co-Founder and COO, Joe Thompson would be stepping down from his current role and transitioning into an advisory role, effective immediately. It’s still early,...
During Q2 and into Q3, we built a position in Strata Critical Medical, an organ transplant and logistics business that has been left for dead given its microcap status, prior history as a failed SPAC, strategy shift and shareholder turnover. Strata has carved...
In addition, Strata is an equipment agnostic operator, meaning they can and will use whatever device or method is best for their customer when transporting organs, versus a business like Transmedics that relies on selling a proprietary device that customers have to use to ship each organ. Today, more and...