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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.
Back in 2019, Bank of Ireland had no immediate prospects for earning what most people would consider to be its own cost of capital, suggesting a low-quality business that deserves to trade at a large discount to book value, which indeed it did. Today, after a...
— Matthew Fine
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