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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.
During Q3 2025, The London Company Income Equity portfolio returned 5.8% net (6.0% gross), outperforming the Russell 1000 Value Index return of 5.3%. Strong stock selection...
— Brian Campbell
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Other investors who've written on Corning Inc.
Corning continued to do what we described in our Q3 2025 letter.
The manager highlights Corning's role as an indispensable pick-and-shovel provider for AI infrastructure due to high data throughput demand. While warning of...