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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.
During the same trip where we badgered PTSB, we found time to stop by DCC's offices for a conversation with their CFO, Conor Murphy, and DCC's IR team (see our 2025 Q4 letter for more details on the name). As noted in...
— Patrick Brennan
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Other investors who've written on DCC plc
DCC is a highly cash-generative, well-managed business that has experienced stagnant share price performance despite positive catalysts like a recent spin-off. The manager maintains...
DCC plc is leading British group specialising in distribution and sale of fuels and liquefied gases.
DCC Plc is simplifying its corporate structure by divesting non-core healthcare and technology segments to establish itself as a focused propane distributor. The company operates...
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