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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.
Trimmed to prevent the position from becoming too large in the portfolio. The business continues...
— 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...
More institutional theses from Phoenician Capital
This quarter, we initiated a position in Modern Dental Group, a Hong Kong-listed dental laboratory business producing over two million custom crowns, bridges, veneers and dentures annually for 35,000 dentists across 28 countries. Europe accounts for...
) is a leading provider of subsea equipment rentals. We added to...
A. (WSE: APR) is...