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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.
US outdoor brand Yeti (NYSE:YETI) grew sales 9%, led by growth in international markets and its coolers and equipment segment. Water bottles and...
— Steve Johnson
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Other investors who've written on YETI Holdings, Inc.
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More institutional theses from Forager International Shares Fund
Wix.com operates a cloud-based web development and hosting platform enabling individuals and businesses to build and manage digital storefronts and websites without coding expertise. The manager initiated...
Northsand is a Japanese information technology consulting firm focused on enterprise digital transformation and legacy IT modernization. The manager maintains...
Builders FirstSource is the largest specialized distributor of building materials, trusses, prefabricated components, and lumber to US home builders. The manager liquidated...