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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.
1MC has owned IWG since 2022, and it has been one of our largest holdings since 2023. We bought our...
— Yaron Naymark
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Other investors who've written on International Workplace Group plc
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...