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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.
We initiated a new position in Hermès, one of the world's highest-quality luxury goods companies. Hermès has spent...
— Buyside Damon Ficklin
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Other investors who've written on Hermès International
Hermès International ($RMS.PA) represents 2.70% of the portfolio. Hermès is an...
We initiated a new position in Hermès, one of the world's highest-quality luxury goods companies. Hermès has spent...