Loading investment pitches...
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 Q2 2025, Pelican Bay Capital Management's Concentrated Value portfolio returned 5.89%, outperforming the Russell 1000 Value Index by 3.79%. Primary positive drivers...
— Tyler Hardt, CFA
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Schlumberger
We initiated a position in SLB, the largest global oil services provider, a name with which we are familiar. The company is...
Schlumberger was purchased during a period of weak oil prices and transition concerns, offering an attractive entry point. The company's massive...