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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.
Current valuation - 5.7x earnings, 0.5x tangible book, probably 3.5-4x normalised earnings. Ie this is...
— John Hempton
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Other investors who've written on PT Bank Pembangunan Daerah Jawa Barat dan Banten Tbk
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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...
Coca-Cola is presented as an exceptional business with high returns on capital and a powerful brand that satisfies consumer desires. While it serves...
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,...