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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.
A good example of this was Nike. Over the past...
— Freddie Lait
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Other investors who've written on NIKE, Inc.
More institutional theses from Latitude Global Fund
Adobe provides creative, marketing, and document management software applications, anchored by creative suites such as Photoshop and Acrobat. The investment manager...
Tesco is the United Kingdom's leading grocery retailer, operating extensive supermarket and convenience store networks alongside digital delivery infrastructure. The investment manager...
Delivered +16% return. Outlook brightened as...