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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.
Trades at a significant discount to its underlying assets, with its stake in MGM and cash worth more than the entire market cap. The manager believes...
— Christina Siegel Malbon
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Other investors who've written on People Inc.
People Inc. ($IAC), representing 8.0% of the fund's portfolio as its largest position, is a digital and print publishing enterprise with significant media assets and strategic corporate stakes. The manager remains...
Despite recent stock declines, this technology holding company has historically beaten the benchmark over nearly three decades. The manager continues...
IAC is a digital holding company with a successful track record of incubating assets and executing tax-free spinoffs. Its underlying sum-of-the-parts...
More institutional theses from Patient Capital Management
Delta Air Lines experienced a strong late-year rally as the broader market finally recognized its healthy consumer demand and solid fundamentals. This holding exemplifies...
Precigen is an undervalued cell and gene therapy company poised for its first FDA approval later this year. A recent private...
The fund initiated a position in the Bitcoin ETF, believing the digital asset is still in the early stages of its adoption lifecycle. Despite its recent...