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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 Clorox Company (ticker: CLX) was sold and repurchased during the quarter. When we first...
— Jayme Wiggins
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Other investors who've written on The Clorox Company
More institutional theses from Palm Valley Capital Management
Avista Corporation is a regulated utility founded in 1889 that provides electricity and natural gas services across Washington, Idaho, Oregon, and Alaska. Palm Valley re-entered...
Gentex Corporation designs and manufactures proprietary automatic-dimming rearview mirrors, camera-integrated Full Display Mirrors, and HomeLink communication systems for the global automotive market. Palm Valley initiated...
Amdocs represents 1.92% of the fund's portfolio and is a leading provider of software and IT services for telecommunications and media companies. The stock delivered...