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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.
This quarter, we initiated a position in Modern Dental Group, a Hong Kong-listed dental laboratory business producing over two million custom crowns, bridges, veneers and dentures annually for 35,000 dentists across 28 countries. Europe accounts for...
— John G. Khabbaz
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