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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.
However, if there is a business to which it might apply, it is CRH. We have followed...
— David Steinthal
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Other investors who've written on CRH plc
More institutional theses from L1 Capital International Fund
Netflix is the preeminent global subscription streaming entertainment provider, offering a vast catalog of original and licensed film, television, and gaming content to hundreds of millions of paying members worldwide. The fund initiated...
Marsh & McLennan Companies is the global leader in insurance broking, risk advisory, talent consulting, and strategic risk management services. The investment team...
Danaher Corporation is an essential designer and manufacturer of advanced instruments, diagnostic tools, and biological consumables used across pharmaceutical laboratories and medical research facilities worldwide. The investment manager...