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.
In its Q4 2025 report, L1 Capital International outlines a 2.2% net return for the quarter (vs 2.5% for the benchmark) and a 9.8% net return for the full calendar year 2025. The manager discusses...
— David Steinthal
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 Intuit Inc.
The manager maintains a positive view of the company following robust quarterly results and solid future guidance. Although shares fell...
Intuit Inc. is positioned for a bullish reversal, supported by strong fundamentals and a well-defined bullish divergence on the weekly chart. Despite fears that...