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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 third largest individual detractor from performance during the quarter was Kroger Co (KR), one of the largest supermarket operators in the U.S. KR operates approximately 2,700 stores under a variety of supermarket banners, including Harris Teeter, Ralphs, Fred Meyer, Fry's, etc. We believe the...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on The Kroger Co.
Other companies that contributed positively to Portfolio performance during the quarter included The Kroger Co. (KR) and Genpact Limited (G). KR is the...
Over the past fifteen years the company has delivered 12% annualised earnings per share growth while paying a dividend of 2% per year.
The third largest individual detractor from performance during the quarter was Kroger Co (KR), one of the largest supermarket operators in the U.S. KR operates appro...
More institutional theses from Jensen Investment
Levi Strauss & Co. (LEVI), the global apparel company best known for its iconic Levi's denim brand, was the third largest individual detractor from Portfolio performance during the quarter. Despite generating solid...
Other companies that contributed positively to Portfolio performance during the quarter included The Kroger Co. (KR) and Genpact Limited (G). KR is the...
The second largest contributor to Portfolio performance during the quarter was Broadridge Financial Solutions, Inc. (BR), a leading provider of technology and infrastructure supporting financial markets. The company provides...