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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.
LVS Advisory divested from Icon Plc after deeper research revealed that its aggressive M&A strategy created project disruptions, high employee turnover, and substantial debt. Concluding that Medpace's...
— LVS Advisory LLC
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Other investors who've written on ICON PLC
ICON Plc fell sharply after announcing an internal investigation into revenue recognition, which the manager views as a temporary overreaction since the restatement impact is expected to be under 2%. The manager added...
LVS purchased Icon Plc expecting strong CRO sector tailwinds and an attractive valuation, but deeper fundamental research revealed critical flaws. The firm's heavy...