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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.
Vulcan Value Partners delivered 9.0% net returns in Q2 2026 for their All Cap strategy, though the portfolio remains down 5.7% year-to-date. Despite attractive absolute...
— C.T. Fitzpatrick
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Other investors who've written on CarMax Inc.
CarMax is navigating macro headwinds in used auto retail caused by high interest rates and tight inventory of late-model vehicles. However, early signs...
CarMax reported solid quarterly performance with volumes responding well to targeted pricing. However, the manager...