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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.
We’ve owned InPost shares for two years, with an initial cost basis of €9.50. Shares are up...
— Jake Barfield
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Other investors who've written on InPost S.A.
InPost, a dominant Polish automated parcel machine operator, recently saw near-term earnings headwind due to an acquisition integration in the UK. However, the manager...
We exited our position in InPost during the quarter as the date on which it will be acquired and delisted approaches. InPost remains one...
More institutional theses from Asheville Capital Management
Vistry Group is transitioning from a traditional homebuilder to a capital-light partnerships model, which focuses on pre-sold, affordable housing in the UK. This transition is...
Nubank is a highly capital-efficient online lender in Latin America with industry-leading unit economics, including ultra-low acquisition costs of $10 and a serving cost of just $0.90 per month against an $11 ARPAC. This operating efficiency...
AutoZone is highlighted as a premier benchmark for multi-decade compounding in the auto parts sector. The manager emphasizes...