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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.
Rightmove plc is an existing fund holding cited for its proprietary real estate marketplace data moat against artificial intelligence disintermediation.
— Daniel Gladiš
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Other investors who've written on Rightmove plc
Rightmove retains exceptional pricing power and market dominance, demonstrated when customer OpenRent capitulated during a fee dispute. Nevertheless, despite trading...
The fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong...