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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.
French pharmaceutical company, Sanofi also underperformed. The new administration’s...
— Ariel Investments, LLC
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Other investors who've written on Sanofi
Sanofi's strong fundamentals and core asset Dupixent are undervalued due to temporary vaccine market volatility and patent cliff anxieties. The manager bought...
Sanofi was a detractor this quarter.
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Scout24 SE ($G24.DE), comprising 0.9% of the fund, operates ImmoScout24, the dominant digital real estate classifieds platform in Germany. The manager took...
T), holding a 2.5% weight, is Japan's second-largest megabank providing comprehensive banking, securities, and asset management services. The manager initiated...