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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.
Alibaba and Flowers Foods make up 81% of the portfolio, and the logic of holding them together is straightforward: their underlying businesses are driven by very different forces. Alibaba’s future depends...
— Jack Beiro
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Other investors who've written on Flowers Foods, Inc.
Flowers Foods represents 1.02% of the fund's portfolio and is one of the largest packaged bakery food producers in the United States, known for staple commercial bread brands. The stock was...
During Q1, we initiated a position in Flowers Foods at $8.50 per share.
Flowers Foods, my second-largest position, reported earnings on May 21st, and the stock surged over 15% on the release. I covered the...
More institutional theses from JB Global Capital
Alibaba and Flowers Foods make up 81% of the portfolio, and the logic of holding them together is straightforward: their underlying businesses are driven by very different forces. Alibaba’s future depends...
During the quarter, I sold the majority of my PayPal position, realizing a 42.8% gain. I then moved...
As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted.