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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.
Southeastern Asset Management delivered 3.87 percent returns in Q2 2026 but lagged the S&P 500's 15.20 percent as AI-driven speculation pushed market valuations to historic extremes. The manager views...
— Southeastern Asset Management, Inc.
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Other investors who've written on IAC Inc.
Despite recent stock declines, this technology holding company has historically beaten the benchmark over nearly three decades. The manager continues...
IAC is a digital holding company with a successful track record of incubating assets and executing tax-free spinoffs. Its underlying sum-of-the-parts...