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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.
Phoenician Capital delivered a strong 34.0% return for the full-year 2025, outperforming the S&P 500's 17.9% return despite a slight decline of (4.2%) in Q4. During the quarter,...
— John G. Khabbaz
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Other investors who've written on Inter & Co., Inc.
Inter & Co is positioned as a growing digital bank in Brazil, with its stock currently undervalued following a drop from $10 to ~$5. The company's decisio...
Inter & Co. is experiencing rapid growth in its private payroll loan segment, expanding from R$0.2 billion to R$2.5 billion in just 12 months. This aggressive g...