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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.
I more than doubled 1MC’s investment in LMB after weak Q2 results caused it to decline meaningfully to a level 75% below its 2025 highs. I recently discussed...
— Yaron Naymark
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Other investors who've written on Limbach Holdings, Inc.
More institutional theses from 1 Main Capital
This year the Fund initiated a position in WILD, a kids’ content company that recently completed the sale of its Peanuts (Snoopy) stake to Sony for C$630 million, which took the company from 5x net levered to net cash. Prior to the...
BFIT has continued to execute since we reinitiated the investment in 2024. In its most...
I recently wrote up HGV in the Q2’26 letter. When the company...