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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.
The Platinum International Brands Fund returned 4.4% for the quarter but declined 13.5% over the past year as semiconductor stocks dominated market returns, rising 90% in three months. The fund's consumer-facing...
— Nik Dvornak
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Other investors who've written on Caterpillar Inc
Caterpillar Inc. has demonstrated impressive growth, driven by strong demand for its reciprocating engines and gas turbines, particularly from the AI infrastructure ...
B), and a new position in CSX (CS...