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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.
Another example is RB Global (ticker: RBA), which we’ve owned for over 20 years. While GICS classifies...
— Warren Fisher
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Other investors who've written on RB Global
The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).
RB Global is a global marketplace for commercial assets and vehicles that facilitates transactions across automotive, construction, transportation, agriculture, and other industrial end markets. Although the company...
RB Global has shown excellent operating performance, supported by mid-50% incremental EBITDA margins and rapid integration of the IAA acquisition. The manager emphasizes...
More institutional theses from Manole Capital Management
The manager points to Nasdaq as an essential technology and market data business driving recurring software and index licensing revenue alongside core market trading operations.
The manager highlights CME Group as a premier exchange operator that has successfully transitioned from trading execution to high-margin market data, software, and financial infrastructure.
The manager cites Intercontinental Exchange as a vital market infrastructure leader benefiting from recurring revenues in data, analytics, clearing, and mortgage technology solutions.