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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.
Leslie's Inc. detracted from performance due to mixed earnings, as top-line progress was offset by investments in its turnaround strategy. The manager remains...
— John W. Rogers, Jr.
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Other investors who've written on Leslie's Inc
The fund successfully shorted Leslie's based on a thesis that its pandemic-driven swimming pool boom and elevated chemical pricing were temporary and unsustainable. This fundamental decay,...
Mixed earnings results and increased transformation spending weighed on the stock, though top-line growth is beginning to show green shoots. The manager believes...