Loading investment pitches...
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.
Ryan Specialty Holdings, Inc., reported 11.8% organic revenue growth during the first quarter. However, the company...
— Vulcan Value Partners, LLC
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Ryan Specialty Holdings, Inc.
Ryan Specialty reported strong double-digit revenue and EBITDA growth, showing resilience despite a normalizing insurance pricing environment. The company's focus...
the investment case for Ryan Specialty (RYAN), the other significant detractor for the period, has been tested by something more traditional - a turning insurance cycle.
K.
More institutional theses from Vulcan Value Partners - Focus
Ibstock benefits from a structural UK housing shortage and strong long-term pricing power despite current cyclical demand pressures. Higher interest rates...
Vulcan initiated a new position in Dun & Bradstreet, citing its unique database of 400 million business records and essential workflow integration. High customer retention...
Vulcan re-entered a position in Diageo as short-term market concerns over post-pandemic growth comparisons created an attractive entry price. The manager emphasizes...