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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.
The Pabrai Wagons ETF returned -1.79% in Q2 2026 versus +15.20% for the S&P 500, bringing YTD returns to +12.12% versus +10.21% for the index. The fund maintains...
— Mohnish Pabrai
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Other investors who've written on Noble
Noble operates high-tier offshore drilling rigs and drillships serving international energy exploration companies. The manager is...
We own a collection of offshore services companies (drillships, jack-ups and OSVs), in the belief that offshore spending will increase in the future as a percentage of overall oilfield spending.