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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 Transocean Ltd.
Transocean is one of the world's leading offshore contract drilling providers, operating high-specification deepwater drillships and harsh-environment rigs, accounting for 7.7% of the fund. The manager is...
RIG itself came out of COVID heavily indebted, and with the threat of insolvency the shares cratered to around $2.13/share.