Loading investment pitches...
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.
Sphere Entertainment (SPHR) -22.3%, after a 47.5% gain in Q2. The venue business...
— Dominick D'Angelo
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Sphere Entertainment Co.
Sphere's operating results continue to surprise us to the upside.
Sphere Entertainment experienced profit-taking despite solid financial performance, presenting a disconnect between stock price and strong business fundamentals. Financials are expected...
More institutional theses from O'Keefe Stevens Advisory, Inc
Callaway Golf (CALY) -25.0%. While the mid-quarter...
We bought Octave Intelligence during Q3. Octave is the...
Perrigo (PRGO) +42.1%. Our biggest loser...