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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.
Strength in commodity prices - particularly energy - boosted both Barrick Mining (B) and Devon Energy (DVN). We continue to...
— Tyler Hardt, CFA
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Other investors who've written on Devon Energy Corporation
The company's shares rose following its all-stock merger announcement with Coterra Energy, which is already delivering significant optimization targets. Rising oil prices...
Devon Energy possesses premier assets in the highly productive Delaware and Midland Basins, backed by a strong shareholder-aligned management team. While the market...
Devon is our newest portfolio addition.
More institutional theses from Pelican Bay Capital Management
Copart is the dominant player in the salvage auto auction industry, holding roughly 60% of the U.S. market share as part of a rational duopoly. Copart acts as...
AECOM (ACM) also continued to experience share price weakness. This quarter, the...
We initiated a new investment in Zoom Video Communications (ZM). Zoom is the...