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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.
Visa and Mastercard were both poor performers being down 13.6% and 12.3%. This is perplexing....
— Stuart Pearce, Alexis Delloye
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Other investors who've written on Visa Inc.
Visa and Mastercard shares increased by 5% and 8% during the third quarter and 12% and 13%, respectively, year-to-date from our average acquisition prices. Both companies reported...
Visa ($V) operates the world's largest retail electronic payments network, connecting consumers, merchants, financial institutions, and government entities. The company represents...
The card networks function as essential digital infrastructure, processing high volumes of transactions with deep merchant and consumer trust. While AI-to-AI or...
More institutional theses from Alluvium Global Fund
Despite reporting sound operating results, Alphabet's stock declined due to broader tech sector weakness and investor anxiety over its large capital expenditure plans. The fund updated...
Charter's latest full-year results showed robust underlying subscriber trends, specifically boasting a high customer retention rate after the expiration of subsidy programs. The fund remains...
Linamar has been severely impacted by newly announced US tariffs due to its reliance on exporting components to the US from its Canadian base. While achieving its...