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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.
Linamar, the industrial manufacturer (down 11.8%) was particularly hard hit by the tariffs that were announced during the quarter. Little did we...
— Stuart Pearce, Alexis Delloye
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