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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.
Regarded as being in its strongest position in over 10 years. Suffered temporary sales...
— Southeastern Asset Management, Inc.
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Other investors who've written on Mattel, Inc.
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Mattel is a premier global toy, entertainment, and consumer brand company owning marquee franchises such as Barbie and Hot Wheels, making up 7.4% of fund holdings. The manager is...
Mattel ($MAT), comprising 5.7% of the fund's portfolio, is a global toy, entertainment, and consumer products enterprise owning iconic intellectual properties including Barbie, Hot Wheels, and Fisher-Price. The manager maintains...
More institutional theses from Longleaf Partners Fund
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Avantor provides mission-critical products and workflow services to life sciences and advanced technology industries globally, distributing laboratory chemicals, equipment, and bioprocessing consumables. The manager holds...
Fortune Brands Innovations manufactures leading home and building products across security, water, and outdoor living categories. The manager maintains...