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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.
FIGS, Inc., a direct-to-consumer health care apparel brand, contributed to performance following a strong second quarter. Net revenue grew...
— Ronald Baron, David Baron, Michael Baron
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Other investors who've written on FIGS, Inc.
FIGS, Inc. designs and sells scrubwear for health care professionals through a digitally native, direct-to-consumer strategy. The stock detracted...
FIGS, Inc. designs and sells scrubwear for health care professionals through a digitally native, direct-to-consumer strategy. Shares rose following...
More institutional theses from Baron First Principles ETF
Shares of Las Vegas Locals casino operator Red Rock Resorts decreased 23.5% in the third quarter and hurt performance by 72 bps as investors grew concerned that higher interest rates, inflation, and oil prices could slow market growth. However, despite ongoing...
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell as...
Property and casualty (P&C) insurance software vendor Guidewire increased 15.9% in the third quarter and contributed 31 bps to performance. The company continues...