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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.
InPost, a dominant Polish automated parcel machine operator, recently saw near-term earnings headwind due to an acquisition integration in the UK. However, the manager...
— Polen Capital - Emerging Markets Growth
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Other investors who've written on InPost S.A.
InPost has delivered robust financial growth over a two-year holding period, supported by its dominant Polish cash cow segment and rapidly scaling international automated parcel machines. The company has...
We exited our position in InPost during the quarter as the date on which it will be acquired and delisted approaches. InPost remains one...