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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.
As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold to deleverage the co
— Chris McIntyre
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Other investors who've written on QuidelOrthoCorp.
QDEL is now the fund's largest position, and we have accumulated a full position. To cut to...
As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold ...