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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.
Open Square Capital's Q4 2025 investor letter addresses a stark disconnect between high-flying AI stocks and fundamentally sound but unloved companies. The fund outlines...
— Nelson Wu
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Other investors who've written on Occidental Petroleum
Occidental Petroleum is successfully integrating its CrownRock acquisition, allowing for accelerated deleveraging through robust operational synergies independent of oil price movements. The market currently...
As we hoped, OXY finally showed what it's capable of, demonstrating the company's ability to leverage its vast operations and generate significant cash flow.