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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.
This is a 2026 U.K. activist campaign by Sachem Head. Rightmove is the...
— Ken Squire
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Other investors who've written on Rightmove plc
Rightmove plc is an existing fund holding cited for its proprietary real estate marketplace data moat against artificial intelligence disintermediation.
Rightmove retains exceptional pricing power and market dominance, demonstrated when customer OpenRent capitulated during a fee dispute. Nevertheless, despite trading...
The fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong...
More institutional theses from 13D Activist Fund
This was an August 2022 Swedish activist campaign by Cevian Capital. SKF is a...
This is a September 2026 U.S. activist campaign by Starboard Value. Knife River mines...
This is a July 2026 U.S. activist campaign by Garden Investments. Midera Food Processing,...