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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 the 2025 Semiannual Letter, the Compound Interest fund reports a strong net return of 16.3% year-to-date, with the NAV standing at €209.99. Over the past...
— Laurenz Nienaber
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Other investors who've written on Interactive Brokers Group, Inc.
LVS increased its holding in Interactive Brokers to its maximum 10% cost limit, citing an attractive goldilocks environment of high interest rates and rising stock prices. The manager believes...
Interactive Brokers is the fund's largest holding and benefits from a superior model that shares higher interest rate upside with customers via competitive rates on cash. Because of its...
Interactive Brokers is a high-quality global brokerage boasting robust account growth and excellent operating margins. However, because its...