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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.
Daikin is a global HVAC leader… Best-in-Class Market Position: #1 global HVAC player with leading market share in the U.S. and Japan with diversified exposure across end markets and geographies Exposed to a Large and Growing Market: HVAC is a GDP+ growth industry with support from urbanization, electrification, climate-driven cooling demand, and recent tailwinds from data center demand Strong Moat and Competitive Advantages: Enduring competitive advantage supported by its innovation edge, vertical integration, fortified distribution networks, and global footprint and scale ... that is deeply...
— Marc Steinberg & Jesse Cohn
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Other investors who've written on Daikin Industries, Ltd.
Daikin (Exit): We trimmed our position in Daikin, the Japanese HVAC leader.
Reversionary investments were modestly negative this year but we expect them to play an important role in driving portfolio returns. We have increased...