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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.
Coinbase will probably be one of the main beneficiaries of the Clarity Act that will be voted on by the US Senate, probably on 15 September. The regulations create...
— Dr. Hendrik Leber
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Other investors who've written on Coinbase Global, Inc.
More institutional theses from ACATIS Investment
Equinor ASA ($EQNR) was sold to take profits after its share price nearly doubled following tensions around the Strait of Hormuz.
Panasonic Holdings Corporation ($PCRFY) was divested after substantial gains in AI-driven data center components pushed its valuation into overvalued territory.
Alpha Metallurgical Resources ($AMR) is a United States-based mining company specializing in the production of metallurgical and bituminous coal primarily used in blast furnace steelmaking. The manager holds...