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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.
• Micro cap royalty trust, passively paying 100% of net cash profits from 1,300 mature producing onshore oil wells as dividends to trust unitholders every quarter, no retention of free cash flow, scheduled termination of the trust in early 2022. • The net...
— Christian Olesen
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Other investors who've written on Whiting USA Trust II
More institutional theses from Olesen Value Fund
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%...
The fund invested in UK auto dealership group Vertu Motors expecting profit margins to improve through turnaround of acquired dealerships. This thesis failed...
DeLclima was an Italian HVAC manufacturer spun off by De'Longhi whose intrinsic value was masked by a poorly performing non-core radiator division. The manager recognized...