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 made two large new investments early in 2023: Fairfax Financial and FEMSA. Both were strong...
— Guy Baron
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 Fairfax Financial Holdings Limited
More institutional theses from Springview Capital Management
The fund fully exited its position in Markel due to persistent underwriting underperformance and a perceived lack of urgency from management. Despite being a...
FEMSA delivered exceptional operational performance in 2023, led by double-digit growth at its Oxxo convenience store chain. Key divestitures have...
The manager exited Union Pacific after poor execution, inflationary cost pressures, and a soft economic backdrop derailed the initial volume and margin inflection thesis. Although hopeful about...