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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.
APi Group (APG) is a leader in fire and life safety services. The company focuses...
— Daniel
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Other investors who've written on APi Group Corporation
APi Group provides fire protection, electronic security, elevator, and specialty infrastructure services. The business is...
APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
More institutional theses from The Bristlemoon Global Fund
The Campbell's Company ($CPB) is an iconic packaged food producer known for shelf-stable soups, sauces, and snacks. Bristlemoon maintains an...
au, Australia's dominant online residential property classifieds portal. Bristlemoon maintains a...
MasterBrand ($MBC) is North America's largest manufacturer of residential kitchen and bathroom cabinetry, selling products through dealer networks, home centers, and residential homebuilders. Bristlemoon initiated a...