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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.
1.1%. The mineral exploration...
— Richard Penny
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Other investors who've written on Panther Metals Plc
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More institutional theses from TM Oberon UK Smaller Companies Fund
1.5%. The company's principal...
Finally, we participated in a fundraise to initiate a position in Ondo InsurTech, whose LeakBot device detects hidden water leaks in the home, the single biggest cause of home insurance claims. The fundraise, alongside...
Several new positions were initiated during the quarter. We built a...