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.
We also underestimated the world's growing inability to get along. Good news for...
— 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 Clarkson PLC
CMC Markets first caught our eye with the rather audacious decision not to trade against its more situationally aware clients. The plan worked.
Shipbroking. The world still...
CMC Markets first caught our eye with the rather audacious decision not to trade against its more situationally aware clients. The plan worked....
More institutional theses from Kernow Asset Management
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...
The manager exited the position following a takeover bid structured at a significant discount to NAV. While the investment...