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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.
Boeing's stock was hit hard by the Iran war due to skyrocketing jet fuel prices and the threat to key customers like Qatari and Emirrati Air. We believe their...
— Harvey Sax
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Other investors who've written on The Boeing Company
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More institutional theses from Alpha Wealth Funds - The Insiders Fund
Abbott Laboratories ($ABT) makes up 3.4% of the fund's capital. As a diversified...
Grab Holdings ($GRAB) is a new portfolio position accounting for 1.8% of assets. The company operates...
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...