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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.
APi Group provides fire protection, electronic security, elevator, and specialty infrastructure services. The business is...
— Daniel S. Loeb
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Other investors who've written on APi Group Corporation
APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
APi Group reported record quarterly revenues and accelerating organic growth, showcasing disciplined capital allocation and strong project execution. A recent analyst...