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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.
An IPO in which many of our strategies recently participated was LandBridge Corp in July 2024, anchored by Horizon Kinetics. Our connection with...
— Murray Stahl
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Other investors who've written on LandBridge Corp
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More institutional theses from Horizon Kinetics
Cboe Global Markets ($CBOE) represents an attractively valued regulated derivatives exchange pursuing near 24/5 U.S. equity trading.
Franco-Nevada Corporation ($FNV) is a premier royalty and streaming company with a diversified portfolio spanning gold, silver, and energy assets. Although Horizon Kinetics...
Amazon.com, Inc. ($AMZN) is a global e-commerce and cloud computing provider whose commercial profile is undergoing a rapid transition toward capital-intensive AI data center infrastructure. Horizon Kinetics maintains...