Loading investment pitches...
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.
ICE has been a long-term Fund holding. In our June...
— David Steinthal
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Intercontinental Exchange Inc.
The manager cites Intercontinental Exchange as a vital market infrastructure leader benefiting from recurring revenues in data, analytics, clearing, and mortgage technology solutions.
Intercontinental Exchange benefits from a highly diversified business model and secular tailwinds in energy markets driven by the global energy transition. Recent market volatility...
Intercontinental Exchange detracted from quarterly returns as financials faced generalized headwinds. The manager maintains...
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...