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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.
Vivendi (-24.9%, -37 bps), the French listed holding company with focus on content, media, and entertainment industries. Vivendi continues to...
— Jayme Wiggins
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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...
The Clorox Company is an iconic consumer goods manufacturer producing well-known household cleaning, laundry, and hygiene essentials. Palm Valley opportunistically...