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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.
PROG's stock experienced a significant decline following the liquidation of Big Lots, one of its primary retail partners. The manager believes...
— C.T. Fitzpatrick
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Other investors who've written on PROG Holdings Inc.
PROG Holdings suffered a sharp share decline following the liquidation of a major partner, Big Lots. The manager maintains...
PROG Holdings offers lease-to-own financing solutions to retailers and non-prime consumers. While rising interest...