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.
The strongest contributor to strategy performance for the quarter was International Container Terminal Services, Inc. Based in the Philippines, International Container operates shipping terminals throughout the world under long-term concessions granted by port authorities and governments. The company has...
— Scott Thomas
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 International Container Terminal Services, Inc.
More institutional theses from Wasatch Frontier Emerging Small Countries Strategy
This employee-wellness platform operator is executing successfully on a highly scalable ecosystem that captures recurring subscription revenues. Growth is led...
This global port operator is successfully driving organic growth and integrating high-performing acquisitions. Strong volume increases...
This Saudi manufacturer of electrical equipment faced temporary selling pressure as falling oil prices prompted worries of slower state-backed infrastructure spending. Despite this short-term...