Loading investment pitches...
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.
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...
— Lindsay
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Jollibee Foods Corporation
No other institutional pitches found for this ticker yet.
More institutional theses from Arisaig Partners
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...
This cosmetics producer is successfully diversifying away from its historical reliance on China by scaling up robustly in Japan, the United States, and domestic multi-brand channels. Despite continuing headwinds...