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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.
In the third quarter of 2025, the U.S. Concentrated Strategy returned 2.39% net of fees, underperforming the Russell 1000 Value Index's return of 5.33%. Key quarterly contributors...
— Tony Coniaris
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Other investors who've written on Warner Bros. Discovery Inc.
A complex bidding war for Warner Bros. Discovery is unfolding...
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