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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.
We exited Charles Schwab during the week leading up to the Silicon Valley Bank failure at a price in the high $60s. I sent an...
— LVS Advisory Defensive
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Other investors who've written on The Charles Schwab Corporation
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LVS invested in DCP Midstream following Phillips 66's non-binding offer to acquire the remaining minority shares, recognizing it as a strategic asset with limited downside. The transaction successfully...