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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.
Over the same period, Auto Trader, a UK-listed automotive classifieds platform, was the Fund’s largest detractor. This reflected a...
— Kris Webster, Michael Poulsen, and Jack McManus
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Other investors who've written on Auto Trader Group plc
L) operates the United Kingdom's leading digital automotive marketplace, connecting car buyers with automotive retailers and commercial advertisers. Smead maintains a...
Auto Trader Group is the leading UK digital marketplace connecting car buyers with around 14,000 automotive dealerships and private sellers. The fund initiated...
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Visional is positioned to benefit from Japan's structural shifts toward greater mid-career labor mobility due to shrinking demographic trends and labor shortages. Its flagship platform,...
PTC's deterministic software is essential for physical manufacturing and engineering design, making it highly insulated from AI-driven disruption. The company's deep...