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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.
Lastly, leading food equipment manufacturer Middleby Corporation (MIDD) declined during the quarter despite a solid earnings report as well as an increase in full-year guidance. Instead of celebrating...
— John W. Rogers
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Other investors who've written on The Middleby Corporation
The Middleby Corporation ($MIDD) represents 2.5% of the fund's portfolio.
The Middleby Corporation ($MIDD) manufactures commercial cooking equipment, industrial food processing machinery, and residential kitchen appliances. Broyhill holds a...
The company's stock rose following the announcement of a strategic review initiated after an activist firm acquired a minority stake. Despite macro headwinds...
More institutional theses from Ariel Appreciation Fund
Bio-Rad Laboratories ($BIO), accounting for 3.0% of the strategy's assets, is a global life sciences instrumentation and clinical diagnostics equipment provider. The manager maintains...
Haemonetics Corporation ($HAE), constituting 2.7% of the fund, develops and distributes specialized hematology technologies, blood management products, and plasma collection solutions. The manager is...
Norwegian Cruise Line Holdings ($NCLH) is a global leisure cruise operator that was completely divested during the quarter, bringing its position weight down to 0.0%. The manager adopted...