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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.
Added to the position amid price weakness. The firm is...
— Abdulaziz A. Alnaim
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Other investors who've written on NIKE, Inc.
We liquidated our position in Nike during the quarter. CEO Elliott Hill...
Nike designs, develops, and markets athletic footwear, apparel, equipment, and accessories globally. The manager articulates...
Nike has experienced a significant decline in its stock price, falling over 75% in five years, primarily due to strategic missteps in its Consumer Direct Offense and...
More institutional theses from Mayar Capital
Bunzl PLC operates a highly defensive business distributing unglamorous, recurring essential products, backed by a massive consolidated global network. A temporary, self-inflicted...
Lonza Group AG is the premier contract manufacturer for complex biologic drugs, enjoying high customer retention due to deep integration with clients' regulatory filings and supply chains. The business is...
Alphabet's unexpected decision to raise outside capital by issuing equity rather than utilizing highly accessible and cheap debt is viewed as a bearish indicator. Since the business...