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.
Medpace Holdings is a global clinical contract research organization (CRO) providing outsourced drug development services. Medpace provides a...
— C.T. Fitzpatrick
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 Medpace Holdings, Inc.
Medpace is a global clinical contract research organization featuring a robust balance sheet and strong cash generation. While near-term growth...
Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears.
Medpace posted strong Q2 results that beat expectations on both top and bottom lines, leading to a full-year guidance upgrade. Furthermore, massive share...
More institutional theses from Vulcan Value Partners - Small Cap
Ibstock benefits from structural demand tailwinds tied to the severe UK housing shortage and strong domestic pricing power. High interest rates...
Forterra holds a dominant position in the UK brick supply chain alongside Ibstock, backed by chronic housing under-supply. Although macro weakness...
Littelfuse is the global leader in circuit protection, positioning it directly in front of the secular trend toward electrification. Temporary inventory destocking...