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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.
The genesis of the Fund’s CPB short stemmed from us reading the Walmart (WMT) Q2 2027 earnings call transcript. The following paragraph...
— Daniel
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Other investors who've written on Walmart Inc.
More institutional theses from The Bristlemoon Global Fund
The Campbell's Company ($CPB) is an iconic packaged food producer known for shelf-stable soups, sauces, and snacks. Bristlemoon maintains an...
au, Australia's dominant online residential property classifieds portal. Bristlemoon maintains a...
MasterBrand ($MBC) is North America's largest manufacturer of residential kitchen and bathroom cabinetry, selling products through dealer networks, home centers, and residential homebuilders. Bristlemoon initiated a...