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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.
Carlsberg (market cap equivalent US$19.2billion) is the riskier growth proposition coming from a narrow beer offering to recent acquisition and “step-out” initiatives in soft drinks. Carlsberg acquired the...
— Andrew Brown
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Other investors who've written on Carlsberg A/S
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More institutional theses from East72 Dynasty Trust
Before quarter end, we purchased the Dutch listed liquids storage business Vopak to which we already have an indirect exposure through its largest holder, HAL Trust. Vopak has significant...
Prada SpA - market capitalisation €10.9billion but listed in Hong Kong - is 80% controlled by Prada Holding SpA - a 65/35 venture controlled by the granddaughter (Miuccia Prada) of Mario Prada - the founder in 1913 with brother Martino - her husband and ex-CEO Patrizio Bertelli. Ms Prada followed...