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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.
The company primarily makes under-100-megawatt (MW) industrial steam turbines, and it is one of the two largest players in the world in that power category. A steam turbine...
— Shreekkanth "Shree" Viswanathan
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Other investors who've written on Triveni Turbine Limited
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More institutional theses from SVN Capital Fund
Bajaj Finance is India's largest non-bank lender, serving over 119 million customers. It is a...
At Copart, CEO Jeff Liaw stepped down on June 29, and the stock fell on the news.
KKR is one of the world's largest alternative asset managers, operates three businesses under one roof, and the corner of it the market suddenly feared is a fraction of the whole.