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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.
MTRX remains a top five holding despite the stock declining 30% in the quarter. I had expected...
— Avram Fisher
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Other investors who've written on Matrix Service Company
More institutional theses from Long Cast Advisers
With that in mind, and with earnings season in gear, Zimmer’s CEO recently shared positive commentary about the upcoming launch of its new robotic TKA platform on which PDEX, our largest holding, will be a major supplier: We recently announced a multi-year limited distribution and supply agreement with THINK Surgical to distribute an exclusive version of the only wireless handheld TMINI Miniature Robotic System compatible with Persona Knee. Most excitingly, we...
RSSS, which has declined nearly 40% year to date, is no longer at top-five holding but remains a large position nonetheless. It is also...
Despite market anxieties regarding artificial intelligence displacing the information services industry, Research Solutions is well-positioned to adopt and build around AI tools. With attractive cash...