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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.
Palm Harbour Capital returned 4.66% in Q2 2026, bringing one-year returns to 10.6% and inception-to-date annualized returns to 10.4%. The fund underperformed...
— Peter Smith
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Other investors who've written on Lululemon Athletica Inc.
The fund completely exited Lululemon due to mounting challenges in its US operations, inventory errors, and activist pressure from the founder distracting management. While the stock...
In September 2025, I published Investment Case: Lululemon Athletica Inc., calling the stock compelling value at $162 per share. The thesis rested...