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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.
Amorepacific is en route to becoming a global branded cosmetic business. The company delivered...
— Lindsay
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Other investors who've written on Amorepacific Corporation
More institutional theses from Arisaig Partners
Henry Root had his activist pen at the ready: our conversation with Jollibee left us more encouraged about its international business than expected. Historically, a curate’s...
Our discussion with Amorepacific similarly focused on the quality and capital efficiency of future growth. Overseas sales grew...
Blinkit, owned by listed company Eternal, the parent of Zomato (a cash-generating food delivery business), has over 40% of the quick commerce market. In the June...