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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.
In late 2023 and early 2024, I made an investment in Headlam Group plc, which was a distributor of flooring products, including carpet, luxury vinyl tile, wood, laminate, vinyl, et al, in the UK, Netherlands and France. The company's 20%...
— Christian Olesen
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