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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.
The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One and MotoGP), Live Nation (via Liberty Live (LLYVK)) and TKO (owner of UFC and WWE). These businesses benefit...
— Cooper Investors Pty Limited
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Other investors who've written on Liberty Media Corporation - Liberty Formula One
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)).
The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One...
More institutional theses from Cooper Investors Global Equities Fund (Unhedged)
US Broadband player Shenandoah Telecommunications (SHEN) was a meaningful detractor. The stock has...
The strongest performer was pharmaceutical glass manufacturer Stevanto (STVN). The company’s products...
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)).