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 appears to be undervalued, given its quality and market leadership. The discount exists...
— Alyx Wood
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.
The fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong...
More institutional theses from Kernow Asset Management
We also underestimated the world's growing inability to get along. Good news for...
Magnum Ice Cream traded ahead of expectations. As did Hollywood...
The manager completely liquidated the fund's position in the bank despite achieving an 86% gain, citing a lack of strategic clarity and competitive differentiation in its recent strategy deck. Without a distinct...