Loading investment pitches...
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.
GE Aerospace (GE) and TransDigm (TDG) underperformed during the quarter amid a broad sell-off in commercial aerospace aftermarket companies. The conflict in...
— Silas Myers and Brian Massey
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on General Electric Company
GE Aerospace manufactures commercial jet propulsion systems and provides high-margin aftermarket maintenance, repair, and overhaul services. Mar Vista expresses...
GE Aerospace ($GE) designs and manufactures commercial and military aircraft engines, components, and integrated avionic systems. The manager maintains...
Aristotle initiated a position in GE Aerospace, citing its dominant position in high-barrier commercial engine manufacturing and long OEM order backlogs. Following significant corporate...
More institutional theses from Mar Vista U.S. Quality Premier
GE Vernova Inc. ($GEV) provides power generation and electrical grid infrastructure equipment, including gas turbines, grid solutions, and electrification technologies. The manager is...
StandardAero Inc. ($SARO) provides independent maintenance, repair, and overhaul services for commercial, business, and military aircraft propulsion systems. The manager established...
Microsoft Corporation ($MSFT) is a global technology provider spanning enterprise productivity software, cloud computing infrastructure, and personal computing. The manager holds...