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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.
In terms of detractors, our largest negative contributor this quarter was Stran & Co (SWAG), which is a top-10 position that reported a disappointing quarter. What really took...
— Tom Wetherald and Eddie Reilly
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Other investors who've written on Stran & Company, Inc.
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