Loading investment pitches...
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.
In the long book we have made plenty of both types of mistakes. We will illustrate...
— John Hempton
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Spirax Group plc
No other institutional pitches found for this ticker yet.
More institutional theses from Bronte Capital Amalthea Fund
The stock that amazes us is Berkshire Hathaway - currently showing (small) negative beta to the S&P 500. This is surprising...
Current valuation - 5.7x earnings, 0.5x tangible book, probably 3.5-4x normalised earnings. Ie this is...
Coca-Cola is presented as an exceptional business with high returns on capital and a powerful brand that satisfies consumer desires. While it serves...