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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 sold Linde (LIN), a business whose moat is among the widest we have owned. It is very...
— Federico Torre
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Other investors who've written on Linde plc
More institutional theses from Torre Financial
Tyler Technologies ($TYL) provides enterprise software systems tailored specifically to the public sector, managing critical workflows including municipal tax records, court administrations, and emergency public-safety dispatch. The manager established...
Comfort Systems ($FIX) provides heating, ventilation, air conditioning, and electrical contracting services, experiencing surging demand from mission-critical infrastructure buildouts such as enterprise data centers. Torre Financial completely...