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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.
Acquired at a highly attractive entry point. Benefits from high...
— Freddie Lait
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Other investors who've written on Royalty Pharma plc
Royalty Pharma plc is the industry's largest buyer of biopharmaceutical royalties, partnering with innovators to co-fund late-stage clinical trials and acquiring existing royalties on approved therapi
Royalty Pharma offers highly defensive, diversified royalty income streams at a very low valuation of 5.9x forward earnings. Led by a...
More institutional theses from Latitude Global Fund
Adobe provides creative, marketing, and document management software applications, anchored by creative suites such as Photoshop and Acrobat. The investment manager...
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Nike designs, develops, and markets athletic footwear, apparel, equipment, and accessories globally. The manager articulates...