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.
PSK.TO appreciated approximately 6% during the third quarter and was up roughly 28% year to date, including dividends. PrairieSky is a...
— Adam Schwartz
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Other investors who've written on PrairieSky Royalty Ltd.
PSK,TO declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends.
PSK,TO declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends. PrairieSky is a...
Real Assets were the strongest performing capital pool for the year. This was primarily...
More institutional theses from Black Bear Value Partners
Warrior Met Coal is a pure-play mining company that extracts premium metallurgical coal from underground mines in Alabama for export to global blast-furnace steel manufacturers. Black Bear holds...
Builders FirstSource manufactures and distributes building materials, prefabricated roof and floor trusses, and specialized framing components primarily for residential homebuilders across the United States. Black Bear maintains...
Core Natural Resources is a primary global producer and exporter of metallurgical coal, an essential input in blast-furnace steel manufacturing, as well as thermal coal utilized for utility baseload electrical power generation. The manager holds...