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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.
Supermarket operator Albertsons reported a quarter that was very negatively perceived for multiple reasons. First, the company’s...
— Ross Glotzbach
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Other investors who've written on Albertsons Companies, Inc.
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...