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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.
Gabelli Funds' June 30, 2025 shareholder commentary reviews the performance and positioning of its open-end funds, highlighting a value-driven investment strategy amidst a highly volatile macro environment. Chief Investment Officer...
— Mario J. Gabelli, Kevin V. Dreyer, Christopher J. Marangi
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Other investors who've written on American Express Company
The manager argues that fears of AI disrupting payment card networks are overblown. Card networks possess...
Giverny established a new position in American Express following a 25% price drop, using proceeds from the sale of Ametek. The manager values...