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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.
Sandridge is SCC's largest energy holding, whose stock has been relatively stagnant (along with the price of oil & natural gas) over the past 2 years. The long thesis...
— Scott Klarquist
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Other investors who've written on SandRidge Energy, Inc.
Sandridge Energy offers high free cash flow conversion driven by aggressive cost reductions, well reactivation, and low terminal decline rates. Supported by Carl...
SandRidge maximizes free cash flow by stringently cutting expenses and reactivating dormant wells while maintaining low decline rates. The company deployed...
More institutional theses from Seven Corners Capital Management, LLC
Genworth Financial ($GNW) is a diversified financial services holding company whose core value driver is an 80% controlling ownership stake in Enact Holdings ($ACT), a profitable private mortgage insurer. Representing 17.4% of...
Rocket Companies ($RKT) is a technology-driven real estate, mortgage lending, and financial services platform led by founder Dan Gilbert. Representing 6.3% of...
Pershing Square Holdings ($PSHZF) is an investment holding company managed by Bill Ackman that holds concentrated positions in high-quality North American public companies. Representing 25.6% of...