Loading investment pitches...
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.
Bar-code manufacturer, Zebra Technologies (ZBRA) was the top contributor during the quarter following a strong earnings report and raise to full-year guidance. Revenue growth accelerated...
— John W. Rogers, Jr.
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Zebra Technologies Corporation
Zebra Technologies Corporation ($ZBRA), which accounts for 4.1% of the representative portfolio, is a global leader in enterprise asset intelligence, manufacturing barcode scanners, RFID readers, mobile computers, and workflow automation hardware. The strategy remains...
Zebra Technologies provides essential automatic identification and data capture technologies, such as RFID trackers, barcode scanners, rugged handheld computers, and real-time location systems. The RS Value...
More institutional theses from Ariel Fund
Charles River Laboratories ($CRL) provides essential preclinical laboratory testing, animal models, and drug discovery research services to biotechnology and pharmaceutical firms, accounting for 4.6% of fund assets. The manager maintains...
Midera Food Processing, Inc. ($MFP) represents 0.0% of the fund's portfolio following a complete post-spinoff liquidation to redeploy capital into higher-conviction names.
Bio-Rad Laboratories ($BIO) develops, manufactures, and markets clinical diagnostics instruments and life sciences laboratory research systems, constituting 4.6% of the fund. The manager takes...