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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.
Horizon Kinetics' Q2 2026 commentary emphasizes the power of long-term compounding and the critical importance of time horizons in value realization. The manager maintains...
— Murray Stahl
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Other investors who've written on CME Group, Inc.
CME Group (CME) was the main detractor to Real Asset returns this year.
CME Group (CME) was the main detractor to Real Asset returns this year. During the quarter,...