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.

Home Letters Funds Account

Latitude Global Fund's investment thesis on McKesson ($MCK) — Q4 2025 | Buyside Digest

All Pitches

View Letter Analysis

$MCKNYSEMcKesson

BULL

Latitude Global Fund—MCK

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$864.76USD

-4.8% vs last month

$823.44Pitched

+5.0% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Latitude Investment Management's 2025 annual letter highlights a strong year of performance, with the portfolio gaining 21% in sterling terms. Utilizing Ralph Wanger's...

— Freddie Lait

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $MCK, and what else Latitude Global Fund is buying.

Other pitches on $MCK

Other investors who've written on McKesson

Alluvium Global FundBULL

Pitched Mar 1, 2025

McKesson reported robust financial results, narrowed its guidance upward, and expanded its portfolio through the strategic acquisition of PRISM Vision. Although the stock...

View all $MCK pitches →