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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.
After significantly outperforming peers earlier in the year, BN’s share price declined 14% in the third quarter and 20% year-to-date. Sector-wide concerns continue...
— William A. Ackman
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Other investors who've written on Brookfield Corporation
Brookfield Corp. ($BN) is a premier global alternative asset manager and investment holding company, owning and operating assets across infrastructure, real estate, renewable energy, and private credit. Brookfield represents 6.6%...
Brookfield is executing well on its long-term growth plan, fueled by strong asset management inflows and the scaling of its insurance business. The alignment of...
Brookfield Corp is an alternative asset manager operating across three core pillars: Asset Management, Wealth Solutions, and a high-quality portfolio of Operating Businesses. The company provides...
More institutional theses from Pershing Square Holdings
QSR's share price declined 1% during the third quarter but remains up 7% year-to-date, as we believe investors are beginning to better appreciate the durability of its growth. While peers have...
ICE’s share price rose 2% from our average cost in the third quarter as record volumes on ICE’s futures and options exchanges and accelerating growth in its data businesses have been somewhat offset by concerns around the sustainability of recent Exchanges volumes, the perceived threat of perpetual futures, and the impact of higher rates on Mortgage Technology. We remain confident...
Meta’s share price increased 29% during the third quarter and 10% year-to-date. Its core advertising...