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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.
We have actively traded Neste in September, and exited the month with a 3% position, as a diesel squeeze looks increasingly likely due to a mounting refining capacity shortage this winter. Neste’s refineries are...
— Pontus Dackmo
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Other investors who've written on Neste Oyj
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