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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.
Standard Aero is one of our three new positions, and maybe the one I am most excited about, even though for now the position is small. Aerospace has been...
— Daniel Shvartsman
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TriMas Corporation ($TRS) manufactures engineered packaging solutions and specialized gas cylinders for industrial, consumer, and pharmaceutical end markets. Middle Coast Investing...
Telephone and Data Systems ($TDS) is a regional telecommunications and broadband operator undergoing a multi-year corporate transformation. The manager adopted...
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