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.
Howmet Aerospace (HWM) deserves particular mention. A long-standing holding...
— David Burrows
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 Howmet Aerospace Inc.
Howmet Aerospace is benefiting from persistent supply chain dislocations in commercial aircraft manufacturing that force airlines to keep existing aircraft in service longer. This trend drives...
B), and a new position in CSX (CS...
We initiated a new position in Howmet Aerospace, a critical supplier of highly engineered components for commercial aerospace engines. Howmet occupies an...
More institutional theses from Barometer Capital Management Inc.
AtkinsRealis benefits from U.S. infrastructure and re-shoring initiatives as well as growing momentum in nuclear energy. With exposure to...
Howmet Aerospace is benefiting from persistent supply chain dislocations in commercial aircraft manufacturing that force airlines to keep existing aircraft in service longer. This trend drives...
Axon's subscription revenues surprised to the upside, fueled by high demand for its AI products that automate report writing for police forces. This high-margin software...