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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.
Contrast that with Caesars. We also think...
— Samit Umatiya
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Other investors who've written on Caesars Entertainment, Inc.
More institutional theses from Umatiya Investment Group
Gogo has been one of our more disappointing investments, with shares trading approximately 44% below our average purchase price at quarter-end. While the decline...
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We first discussed Shift4 in our Q1 letter, where we bought shares and then sold almost immediately after a more comprehensive analysis. Shift4 is a...