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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.
GE Aerospace illustrates this distinction. Our research models...
— Christopher Smith
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Other investors who've written on GE Aerospace
GE Aerospace manufactures commercial jet propulsion systems and provides high-margin aftermarket maintenance, repair, and overhaul services. Mar Vista expresses...
GE Aerospace ($GE) is a premier designer and manufacturer of commercial and defense aircraft engines, commanding one of the largest active flight fleets globally. The manager expresses...
GE Aerospace ($GE) designs and manufactures commercial and military aircraft engines, components, and integrated avionic systems. The manager maintains...
More institutional theses from Artisan Focus Fund
Microsoft represents a superior investment due to its sustainable earnings growth rate, high quality of free cash flow, and ability to continually reinvest capital at an ROIC that exceeds its WACC by over 20%. Although its initial...
Medtronic is cited as an example of a potential value trap that appears optically cheap at 15X EPS but fails to generate an ROIC above its cost of capital. Over time, its...