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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.
Added during the quarter due to strong revenue CAGR, solid FCF profile, cheap relative and historic valuation, and high potential to be an acquisition target.
— JB Global Capital
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Other investors who've written on Steven Madden, Inc.
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More institutional theses from JB Global Capital
As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted.
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