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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.
RB Global is a global marketplace for commercial assets and vehicles that facilitates transactions across automotive, construction, transportation, agriculture, and other industrial end markets. Although the company...
— Eric Mintz, Christopher Sassouni, David Cavanaugh
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Other investors who've written on RB Global
The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).
RB Global has shown excellent operating performance, supported by mid-50% incremental EBITDA margins and rapid integration of the IAA acquisition. The manager emphasizes...
RB Global is a long-term holding that operates as a hybrid live and online auctioneer of industrial and agricultural equipment. By leveraging technology...
More institutional theses from Carillon Eagle Mid Cap Growth Fund
Dycom Industries provides specialty contracting services supporting the construction, maintenance, and expansion of telecommunications, fiber-optic, and data center infrastructure. Shares underperformed despite...
Carvana is an online used car retailer that enables customers to buy, sell, and finance vehicles through a fully digital platform. The stock sold...