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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.
Wellness services provider for cruise ships and destination resorts, OneSpaWorld Holdings Ltd. (OSW), also traded lower despite reporting better-than-expected results and raising full-year guidance. The company continued...
— John W. Rogers
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Other investors who've written on OneSpaWorld Holdings Ltd.
OneSpaWorld Holdings Ltd. ($OSW) represents 5.0% of the portfolio and is the preeminent operator of health, wellness, and beauty spas aboard global maritime cruise vessels and destination luxury resorts. Ariel is strongly...
OneSpaWorld ($OSW) is an outsourced, asset-light provider of health, wellness, and spa services operating aboard international cruise ships and destination resorts. The manager re-entered...
OneSpaWorld was added to the portfolio as macro-driven concerns around discretionary spending created a favorable valuation. The company's underlying...
More institutional theses from Ariel Appreciation Fund
Norwegian Cruise Line Holdings ($NCLH) is a global leisure cruise operator that was completely divested during the quarter, bringing its position weight down to 0.0%. The manager adopted...
Haemonetics Corporation ($HAE), constituting 2.7% of the fund, develops and distributes specialized hematology technologies, blood management products, and plasma collection solutions. The manager is...
The Middleby Corporation ($MIDD), representing 2.5% of the portfolio, is a global leader in designing, manufacturing, and servicing advanced commercial cooking, beverage, and food preparation equipment. The manager remains...