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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.
Digital and print publisher People Inc. was a detractor in the quarter, while hospitality and entertainment company MGM Resorts also detracted. We continue to...
— Ross Glotzbach
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Other investors who've written on People Inc.
Despite recent stock declines, this technology holding company has historically beaten the benchmark over nearly three decades. The manager continues...
IAC is a digital holding company with a successful track record of incubating assets and executing tax-free spinoffs. Its underlying sum-of-the-parts...
More institutional theses from Longleaf Partners Global Fund
Rayonier ($RYN), representing 7.2% of the fund's portfolio, is a leading real estate investment trust specializing in timberland management, real estate development, and natural resource conservation across the United States and New Zealand. The manager maintains...
Regeneron Pharmaceuticals ($REGN), representing 4.7% of the fund's portfolio, is a leading biotechnology company that discovers, invents, and commercializes innovative medicines for serious diseases. The manager maintains...
Abbott Laboratories ($ABT) is a globally diversified healthcare company operating across medical devices, diagnostics, branded generic pharmaceuticals, and nutritional products. The manager established...