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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.
Following our entry point in April, QXO announced it would acquire TopBuild, the largest distributor and installer of insulation and related building products in North America, for $17 billion. We believe this...
— Spyglass Capital Management
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Other investors who've written on QXO, Inc.
One such stock was building products distributor QXO, which proved to be a detractor for the quarter. We initiated our...
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,
More institutional theses from Spyglass Capital Management
Procore beat expectations but experienced share price declines due to the broader software sector selloff. The manager asserts...
Snowflake's first-quarter results beat expectations, and early traction with its AI product prompted management to raise guidance. The manager believes...
MKS Instruments was initiated as a new position to capture a normalization of semiconductor inventory and a massive AI-driven upcycle in wafer fabrication equipment spending. The manager expects...