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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.
We wanted to say a word on EssilorLuxottica, a short position we presented in January, as it is a good example of a quality company whose share price can correct sharply when expectations and valuation become far too rich. In January, the...
— BDL Capital Management
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Other investors who've written on EssilorLuxottica SA
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