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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.
APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently...
— Dan Roller
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Other investors who've written on APi Group Corporation
More institutional theses from Maran Capital Management
Horizon Kinetics has been drifting lower over the past few months as a legacy holder appears to have been continually selling into the market. Given the illiquidity...
Clarus is finalizing the sale of its Precision Sport segment for $175 million, which will de-risk the balance sheet and leave the firm with significant net cash. The remaining core...
Scott's Liquid Gold has successfully transitioned from a levered business to a net-cash position through extensive brand divestitures. The company has...