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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.
We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns. Despite near-term consumer...
— Alex and Dan
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Other investors who've written on On Holding AG
Global sportswear brand On fell 16.4% in the third quarter and detracted 33 bps from performance. The decline was...
We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns.
More institutional theses from Unison Asset Management
Warren Buffett announced he would step down as CEO at year-end, marking the end of an extraordinary era.
All roads—mobile, EVs, cloud computing—run on chips, and all chips lead to TSMC. TSMC controls roughly...
We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns.