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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.
One such stock was building products distributor QXO, which proved to be a detractor for the quarter. We initiated our...
— Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.
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Other investors who've written on QXO, Inc.
Added in April, QXO fell after announcing its acquisition of TopBuild due to market concerns over leverage and integration. However, the manager...
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,
More institutional theses from The Sound Shore Fund
Domestic carrier Southwest Airlines gave back a portion of its previous quarter's gains as fears of a protracted war pressured consumer discretionary and travel stocks. Despite these challenges,...
A new addition to the portfolio and our top performer for the quarter was Thermo Fisher Scientific (Thermo), a leading life sciences tool and lab equipment supplier that we have owned successfully in the past. We purchased the...