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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.
APi Group Corporation (APG), a provider of safety and specialty services, was a top contributor during the second quarter. APi Group reported...
— Spyglass Capital Management
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Other investors who've written on APi Group Corporation
APi Group provides fire protection, electronic security, elevator, and specialty infrastructure services. The business is...
APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
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Forgent Power Solutions, a recent IPO specializing in electrical distribution equipment, is well-positioned to benefit from a structural surge in electricity demand driven by AI, reshoring, and electrification. Having expanded capacity...
Despite delivering its 60th straight quarter of double-digit revenue growth, CoStar's stock fell due to softer net new bookings. The manager remains...
Added in April, QXO fell after announcing its acquisition of TopBuild due to market concerns over leverage and integration. However, the manager...