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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 London Company Income Equity portfolio returned 12.1% net in Q2 2026, trailing the Russell 1000 Value Index's 13.9% gain but finishing in line with 85-90% upside capture expectations. The quarter saw...
— 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...