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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.
Our investment in Flutter Entertainment, the world's leading online sports betting and gaming operator, suffered what can only be described as a "perfect storm" in the first quarter, with headwinds both operationally and in terms of market sentiment. Although its annual...
— BDL Capital Management
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