Loading investment pitches...
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.
Two companies that represent the kind of profile we are looking for are Hayward Holdings (HAYW) and Alliance Laundry (ALH). In the interest...
— Tom Wetherald and Eddie Reilly
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Hayward Holdings, Inc.
Hayward Holdings manufactures residential swimming pool equipment, including filtration systems, pumps, and heaters across the United States. The investment team...
FMI views Hayward Holdings as a resilient business because the vast majority of its sales originate from the existing installed pool base for repairs and replacements. The company possesses...
Hayward Holdings is a major pool equipment manufacturer that benefits from a highly resilient revenue model, with a large portion of sales driven by repairs and replacements from an installed base. Despite recent cyclical...
More institutional theses from Minot Light Capital Partners
Suja Life produces and markets organic, cold-pressed juices and functional wellness shots under the Suja and Vive brands. The manager maintains...
Stran & Company provides outsourced promotional marketing, branded merchandise, and technology-driven corporate branding solutions, and currently represents a top-10 holding in the portfolio. Minot Light maintains...
Alliance Laundry provides commercial and industrial laundry equipment, machinery, and servicing solutions. The manager holds...