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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.
For example, one blue-chip company we recently invested in is McDonald’s Corp. McDonald’s shares have fallen over 30% from their 52-week high and now trade at roughly 19 times earnings, near the low end of their valuation range over the past decade. The reasons are...
— Focus Asset Management Ltd.
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Other investors who've written on McDonald's Corporation
MCD is a multinational fast-food chain known for its hamburgers, French fries, and signature items such as the Big Mac and Happy Meal.
MCD is a multinational fast-food chain known for its hamburgers, French fries, and signature items such as the Big Mac and Happy Meal. Historically, the company̵...
More institutional theses from Focus Wealth Management
Salesforce, Inc. ($CRM) is the preeminent global provider of cloud-based enterprise customer relationship management software, enabling businesses to manage client sales, customer service, and marketing operations. The manager established...
Jamieson Wellness Inc. ($JWEL.TO) is Canada's leading brand of vitamins, minerals, and nutritional supplements, which was sold by the fund following an all-cash acquisition agreement by Kirin Holdings at $45.75 per share, securing a 37% premium over early-year prices. Economically, consumer health...
Although Costco possesses an exceptional business model with strong member retention and international expansion prospects, its valuation at over 55 times earnings leaves zero buffer. The manager believes...