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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.
We added Jet2 Plc, a packaged holiday and airline business operating across 13 bases in the UK and flying to over 75 destinations in Europe. Besides the airline,...
— Bob Sharpe
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Other investors who've written on Jet2 plc
Jet2 is an attractive, customer-focused airline trading at a low valuation with substantial cash reserves and strong organic profit growth. However, management is...
Jet2 is a market-leading UK package holiday business that has successfully expanded its market share from 2% to 22% over the past decade through top-tier customer service and excellent execution. Trading at a...
More institutional theses from Vela International Fund
Positions Added: Japan EyeWear presented a discounted opportunity to gain exposure to a niche in the Asian luxury sector. Japan EyeWear’s business...
Sabre Insurance, the UK non-standard underwriter of motorist (auto) insurance, was the other major contributor. ) where the...
The strongest contributing sector this quarter (and for the full fiscal year) was Health Care, led by Tecan Group and Ansell. Tecan is a...