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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.
At quarter-end Honeywell completed the separation of its aerospace division. Trading in Honeywell...
— Aaron Sallen
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Other investors who've written on Honeywell International Inc.
The manager initiated a starter position in Honeywell, highlighting its aggressive portfolio simplification including the upcoming spin-off of its high-quality aerospace division (HONA) and the sale of lower-margin operations. HONA is positioned...
Shares of Honeywell (HON) were purchased in the strategy during the quarter. Honeywell is a...
More institutional theses from Merion Road Capital
The manager initiated a starter position in Honeywell, highlighting its aggressive portfolio simplification including the upcoming spin-off of its high-quality aerospace division (HONA) and the sale of lower-margin operations. HONA is positioned...
Butler National posted robust quarterly results, led by exceptional aerospace revenue growth and significant margin expansion. The manager sees...
The manager established a new position in Frequency Electronics, a specialist in high-precision space and defense timing devices that is poised to benefit from defense-spending tailwinds in electronic warfare and satellite infrastructure. Supported by activist...