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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 quarterly commentary, Orbis International Equity Strategy reports a positive year driven by idiosyncratic holdings like Nebius, Irish banks, Prudential, and Jardine Matheson. The manager highlights...
— Graeme Forster, Bo Sang
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Other investors who've written on ICON PLC
ICON Plc fell sharply after announcing an internal investigation into revenue recognition, which the manager views as a temporary overreaction since the restatement impact is expected to be under 2%. The manager added...
LVS Advisory divested from Icon Plc after deeper research revealed that its aggressive M&A strategy created project disruptions, high employee turnover, and substantial debt. Concluding that Medpace's...
LVS purchased Icon Plc expecting strong CRO sector tailwinds and an attractive valuation, but deeper fundamental research revealed critical flaws. The firm's heavy...