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.
Why would another company that increased its 15-year earnings per share by 14% trade at a P/E of 11x? In the cases...
— Murray Stahl
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Penske Automotive Group, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Horizon Kinetics
Cboe Global Markets ($CBOE) represents an attractively valued regulated derivatives exchange pursuing near 24/5 U.S. equity trading.
Wheaton Precious Metals Corp. ($WPM) is a precious metals streaming company that provides upfront financing to mining operators in exchange for the contractual right to purchase future silver and gold production at low fixed costs. While acknowledging the...
Franco-Nevada Corporation ($FNV) is a premier royalty and streaming company with a diversified portfolio spanning gold, silver, and energy assets. Although Horizon Kinetics...