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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.
Our positions in Becton, Dickinson and Company common stock (NYSE: BDX) made notable positive contributions. The return from...
— Marc Werres
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Other investors who've written on Becton, Dickinson and Company
More institutional theses from Hinde Group
During the quarter, we built a new position in Mobility Global Inc. common stock (NYSE: MBGL). MBGL began “regular-way”...
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Our positions in Uber Technologies, Inc. common stock (NYSE: UBER) and Mobility Global Inc. common stock (NYSE: MBGL), a position we added during the quarter, were notable detractors. UBER fell 5.1%...