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.

Home Letters Funds Account

O'Keefe Stevens Advisory, Inc's investment thesis on Perrigo Company plc ($PRGO) — Q3 2026 | Buyside Digest

All Pitches

View Letter Analysis

$PRGOPerrigo Company plc

BULL

O'Keefe Stevens Advisory, Inc

Fund Letter

Q3 2026

Published October 30, 2026

View Fund Profile

$13.27USD

Current Market Price

Market Cap$1.7B

Pitch Price$15.69

Technical Chart

From the Fund Letter

Perrigo (PRGO) +42.1%. Our biggest loser...

— Dominick D'Angelo

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.

Institutional Pitch Library

Proprietary AI Analysis

100 Letter Unlocks/Quarter

SUBSCRIBE TO BSD RESEARCH Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $PRGO, and what else O'Keefe Stevens Advisory, Inc is buying.

Other pitches on $PRGO

Other investors who've written on Perrigo Company plc

O'Keefe Stevens Advisory, IncBULL

Pitched Apr 24, 2026

Perrigo was our biggest loser in 2025 at -46%, and the pain continued into Q1.

View all $PRGO pitches →

Other Pitches by O'Keefe Stevens Advisory, Inc

More institutional theses from O'Keefe Stevens Advisory, Inc

Long OCTV (Octave Intelligence)

BULL

Pitched Oct 30, 2026

We bought Octave Intelligence during Q3. Octave is the...

Long GLW (Corning Incorporated)

BULL

Pitched Oct 30, 2026

Corning was our biggest winner in Q2, and we trimmed and hedged the position. In Q3, the...

Long MODG (Topgolf Callaway Brands Corp.)

BULL

Pitched Oct 30, 2026

Callaway Golf (CALY) -25.0%. While the mid-quarter...