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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.
Empire State Realty (ESRT) - NYC real estate owner ESRT’s underperformance this quarter was mostly driven by its Empire State Building Observatory hitting a rough patch over the last two years in a way that culminated with an earnings guide down in July. Going into 2020,...
— Southeastern Asset Management, Inc.
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Other investors who've written on Empire State Realty Trust, Inc.
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