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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.
Ibstock (-27.9% -74 bps), the British brick and concrete product manufacturer, which we introduced in our third quarter 2019 letter.
— Jayme Wiggins
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Other investors who've written on Ibstock
Ibstock is a leading UK brickmaker benefiting from structural domestic housing shortages and strong pricing power despite cyclical macroeconomic pressures. Short-term performance is...
Ibstock benefits from structural demand tailwinds tied to the severe UK housing shortage and strong domestic pricing power. High interest rates...
Ibstock benefits from structural UK housing shortages and domestic production deficits that confer significant long-term pricing power. High interest rates...