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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.
The crown jewel in GE Aerospace’s business portfolio is its commercial aircraft engines segment, accounting for around three quarters of sales and an even a higher proportion of earnings. GE dominates the...
— Anthony Bailly
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Other investors who've written on General Electric Co.
GE Aerospace illustrates this distinction. Our research models...
GE Aerospace illustrates this distinction. Our research models...
GE Aerospace manufactures commercial jet propulsion systems and provides high-margin aftermarket maintenance, repair, and overhaul services. Mar Vista expresses...
More institutional theses from Rothschild & Co LongRun Equity Fund
The fund established a new position in Amazon, viewing it as an undervalued quality giant rather than a turnaround story. Key drivers include...
Synopsys was purchased following a sharp price drop caused by temporary China-related export headwinds. The company holds...
Cadence is pitched as a mission-critical provider of Electronic Design Automation software and hardware. The company boasts...