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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.
Disney is another company that has faced ups and downs. Founded by Walt...
— Richard Oldfield
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Other investors who've written on The Walt Disney Company
PM Capital has built a position in Walt Disney (NYSE: DIS), the owner of the deepest intellectual property library in entertainment. Our investment thesis...
The fund liquidated its investment in Disney after the stock closed the gap to intrinsic value. While Disney improved...