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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 fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong...
— Daniel Gladiš
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Other investors who've written on Rightmove plc
Rightmove retains exceptional pricing power and market dominance, demonstrated when customer OpenRent capitulated during a fee dispute. Nevertheless, despite trading...
The fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong...