Loading investment pitches...
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.
Rightmove is the largest online real estate portal in the United Kingdom. It operates a...
— Daniel Gladiš
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Rightmove plc
This is a 2026 U.K. activist campaign by Sachem Head. Rightmove is the...
Rightmove plc is an existing fund holding cited for its proprietary real estate marketplace data moat against artificial intelligence disintermediation.
Rightmove retains exceptional pricing power and market dominance, demonstrated when customer OpenRent capitulated during a fee dispute. Nevertheless, despite trading...
More institutional theses from Vltava Fund
Auto Trader Group is the leading UK digital marketplace connecting car buyers with around 14,000 automotive dealerships and private sellers. The fund initiated...
Jungfraubahn Holding AG was exited entirely after a 2.5x price increase left the stock trading at elevated valuation multiples.
Rightmove plc is an existing fund holding cited for its proprietary real estate marketplace data moat against artificial intelligence disintermediation.