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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.
The manager admits to making a valuation mistake by holding Spirax Group as its multiples rose to ten times revenue due to temporary pandemic-era supply chain dynamics. Despite this error,...
— John Hempton
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Other investors who've written on Spirax Sarco
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