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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.
During the quarter, we built a new position in Mobility Global Inc. common stock (NYSE: MBGL). MBGL began “regular-way”...
— Marc Werres
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Other investors who've written on Mobility Global Inc.
More institutional theses from Hinde Group
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
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%...
Our positions in Becton, Dickinson and Company common stock (NYSE: BDX) made notable positive contributions.