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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.
Industrials. Sometimes, opportunities can...
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Other investors who've written on Watsco, Inc.
More institutional theses from Heartland Mid Cap Value Fund
Bentley Systems ($BSY) is an infrastructure engineering software provider that represents 1.24% of the fund's net assets. Heartland initiated a...
MarketAxess Holdings ($MKTX) operates the premier electronic trading platform for U.S. corporate fixed income securities, representing 1.36% of fund assets. Heartland held a...
Initiated a new position. Operates the largest...