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.
Biopharma company Regeneron reported a solid set of results, with key drug Dupixent continuing to outpace our and the market’s growth expectations. We were encouraged...
— Southeastern Asset Management, Inc.
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Other investors who've written on Regeneron Pharmaceuticals, Inc.
More institutional theses from Longleaf Partners Fund
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Avantor provides mission-critical products and workflow services to life sciences and advanced technology industries globally, distributing laboratory chemicals, equipment, and bioprocessing consumables. The manager holds...
Fortune Brands Innovations manufactures leading home and building products across security, water, and outdoor living categories. The manager maintains...