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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 its Q4 2025 commentary, the Oakmark Select Fund reported strong performance, outperforming its S&P 500 benchmark. Top performance contributors...
— William C. Nygren
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Other investors who've written on Warner Bros. Discovery Inc.
A complex bidding war for Warner Bros. Discovery is unfolding...
Warner Bros. Discovery represents an...
On a happier note, the Warner Bros. Discovery, Inc. (WBD)...