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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.
Invested in JPMorgan TARP Warrants when the stock was out of favor due to the 'London Whale' incident, trading at 0.98x Tangible Book Value and 7.7x P/E. Earned a 33%...
— Christian Olesen
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Other investors who've written on JPMorgan Chase & Company
JPMorgan was purchased during a temporary risk-management controversy that drove the stock out of favor despite its strong underlying fundamentals. The manager recognized...
Bought JPMorgan TARP warrants when the stock fell out of favor following the high-profile 'London Whale' trading loss fiasco in 2012. The manager recognized...
More institutional theses from Olesen Value Fund
In late 2023 and early 2024, I made an investment in Headlam Group plc, which was a distributor of flooring products, including carpet, luxury vinyl tile, wood, laminate, vinyl, et al, in the UK, Netherlands and France. The company's 20%...
DeLclima was an Italian HVAC manufacturer spun off by De'Longhi whose intrinsic value was masked by a poorly performing non-core radiator division. The manager recognized...
Manning & Napier was purchased at a massive discount to its estimated liquidation value during the early-pandemic market panic. The firm possessed...