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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.
The fund successfully capitalized on the Microsoft/Activision merger arbitrage by scaling up its position when regulators presented weak arguments. The investment thesis...
— Patrick O'Brien
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Other investors who've written on Activision Blizzard