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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.
Benefiting from high conviction around continued strength in the aerospace aftermarket as engine maintenance wait times currently range from several months to years.
— Kevin Arenson, Akshay Krishnan & Tim Beck
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Other investors who've written on General Electric Co.
GE Aerospace illustrates this distinction. Our research models...
GE Aerospace illustrates this distinction. Our research models...
GE Aerospace manufactures commercial jet propulsion systems and provides high-margin aftermarket maintenance, repair, and overhaul services. Mar Vista expresses...
More institutional theses from Stenham Asset Management