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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.
Lincoln Electric: Lincoln Electric is the world's largest maker of arc welding and cutting products. It sells equipment,...
— Ned Bell, Joel Connell, Matt Saddington
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Other investors who've written on Lincoln Electric Holdings, Inc.
Lincoln Electric is the global leader in designing and manufacturing arc welding equipment, automated cutting systems, and specialized welding consumables. The manager initiated...
The manager originally expected massive growth from Lincoln Electric's EV-charging network potential, but bureaucratic delays and a new administration killed the program. Despite the growth...
More institutional theses from Bell Global Emerging Companies Fund
Teradyne ($TER) manufactures automated test equipment used to verify the functionality of advanced semiconductors, electronic systems, and industrial robotics. The manager maintains...
Zoetis ($ZTS) is a global leader in animal health, engaged in the discovery, development, and manufacture of veterinary pharmaceuticals, vaccines, and diagnostic products for livestock and companion animals. The manager divested...
LPL Financial Holdings ($LPLA) operates an independent broker-dealer and wealth management advisory platform, supporting over twenty thousand independent financial advisers across the United States, and accounts for 2.2% of the fund. The investment manager...