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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.
As I write this, we are no longer shareholders of Compagnie de l’Odet - for the first time since the Fund was launched. The investment case...
— Diego B. Milano
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Other investors who've written on Compagnie de l'Odet SE
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