Loading investment pitches...
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.
JB Global Capital returned -12.1% in Q2 2026, bringing since-inception returns to 109.7% versus 94.4% for the S&P 500. The quarterly decline...
— JB Global Capital
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 Flowers Foods, Inc.
During Q1, we initiated a position in Flowers Foods at $8.50 per share.
Flowers Foods, my second-largest position, reported earnings on May 21st, and the stock surged over 15% on the release. I covered the...