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.
CTT delivered a strong performance in 2024, although the official figures showed a slight decline in EBIT from €88 million to €85 million. However, this was...
— Andreas Aaen
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 Correios de Portugal
Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring.
Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. Unfortunately, European intere...
More institutional theses from Symmetry Invest
American Coastal Insurance has proven its underwriting resilience by staying profitable even through major events like Hurricane Milton. The company trades...
Catella streamlined operations, refinanced debt, and positioned its business for a real estate market recovery. Backed by SEK...
Freetrailer continues its high-margin rental model expansion across Scandinavia and Germany while entering the Dutch market in early 2025. As upfront expansion...