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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.
Tsai Capital celebrates 25 years of investing with a philosophy rooted in continuous improvement (kaizen) and long-term compounding. The firm returned...
— Tsai Capital Corporation
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Other investors who've written on QXO, Inc.
Added in April, QXO fell after announcing its acquisition of TopBuild due to market concerns over leverage and integration. However, the manager...
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,