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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.
easyJet rose as it benefited from a bidding war between Apollo and Castlelake. The final successful...
— Oldfield Partners LLP
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Other investors who've written on easyJet plc
More institutional theses from Oldfield Partners Overstone Global Large Cap
The Swatch Group ($UHR.SW) is a Switzerland-based global manufacturer and distributor of finished watches, jewelry, and watch movements across luxury and mass-market segments. The manager maintains...
Ally Financial ($ALLY) is a prominent US digital financial services company focused primarily on automotive lending and direct digital banking. The fund manager...
L) is a leading residential homebuilder operating in the United Kingdom, newly acquired by the fund. The manager takes...