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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.
While we believe in family and owner-controlled firms so much that we spent years of our free-time authoring a white paper on the behaviors and fundamentals of this class of securities — as asset managers we firmly believe in accountability. Our entire lives...
— Steven Wood
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Other investors who've written on The Swatch Group AG
The Swatch Group ($UHR.SW) is a Switzerland-based global manufacturer and distributor of finished watches, jewelry, and watch movements across luxury and mass-market segments. The manager maintains...
While we believe in family and owner-controlled firms so much that we spent years of our free-time authoring a white paper on the behaviors and fundamentals of this ...
More institutional theses from GreenWood Investors
Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring.
This is the case for NexGen Energy (NXE) which is a pre-production uranium company that is on the cusp of receiving federal approval for full scale development of its world-class Arrow deposit.
JACK is a top 20 restaurant brand by sales that had seen its stock fall on hard times since it's all-time highs in 2021.