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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.
Reysas is a logistics business that owns 62% of Reysas REIT that owns over 12 million sq.ft of Grade A warehouses in Turkiye. Led by father-son...
— Mohnish Pabrai
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Other investors who've written on Reysas REIT
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Transocean is one of the world's leading offshore contract drilling providers, operating high-specification deepwater drillships and harsh-environment rigs, accounting for 7.7% of the fund. The manager is...