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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.
FTAI Aviation owns and maintains commercial jet engines, with a focus on the maintenance, repair and exchange of CFM56 and V2500 engines. We exited the...
— Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner
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Other investors who've written on FTAI Aviation Ltd.
As the aerospace and engine markets remain supply-constrained, FTAI continues to deliver strong results to start 2026.
FTAI has demonstrated significant growth potential, particularly with its expansion into power systems. Despite recent margin...
FTAI Aviation Ltd. experienced a sell-off following its Q2 2026 results due to lower EBITDA and earnings, alongside a cut in leasing revenue guidance. However, the c...
More institutional theses from Artisan Mid Cap Fund
Okta ($OKTA) is a pure-play cloud cybersecurity provider delivering identity and access management (IAM) solutions that enable enterprises to securely authenticate and govern employees, customers, and connected digital devices. The investment team...
Twist Bioscience ($TWST) is an advanced life sciences tools company that synthesizes artificial DNA on silicon chips rather than traditional plastic plates, serving researchers in drug discovery, genomics, and agricultural biotechnology. The investment team...
Robinhood Markets ($HOOD) operates a mobile-first digital financial services platform that offers commission-free trading in equities, options, and cryptocurrencies, alongside high-yield cash management and consumer credit products. The investment team...