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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.
SCHW has been a top name after delivering strong quarterly and monthly results. The results showed...
— Brian Campbell
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Other investors who've written on The Charles Schwab Corporation
To cite one extreme example of a stock that has become decoupled from business results, Charles Schwab stock is flat for the year even as its earnings are expected to grow 30% this year and another 25% or so next year. The stock trades...
LVS liquidated its holding in Charles Schwab in early March 2023 due to emerging systemic banking liquidity concerns and unexpected deposit flight. The manager concluded...