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.
Another strong stock was Loar Holdings, Inc. (LOAR), a U.S.-based manufacturer and supplier of niche aerospace and defense components for aircraft and related systems. Loar has also...
— Mick Rasmussen, Derrick Tzau, Stuart Rigby
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 Loar Holdings Inc.
Loar Holdings Inc. is a specialized aerospace components manufacturer focused on highly engineered, mission-critical products. Shares declined 23.7%...
Loar Holdings manufactures specialized aerospace and defense components that generate highly reliable, annuity-like cash flows over multi-decade cycles. A combination of...
Loar Holdings is demonstrating robust performance due to record quarterly net sales and strong industry fundamentals within the aerospace and defense sector. The company benefits...
More institutional theses from Wasatch Global Select Strategy
Cardinal Infrastructure Group, Inc. (CDNL) was another contributor to performance. The company is...
Red Violet, Inc. (RDVT) was a main detractor from Fund performance compared to the benchmark, falling victim to the quarter's AI-driven selloff in software stocks despite reporting exceptional results
Willdan Group, Inc. (WLDN) provides consulting, engineering and technical services to public and commercial clients in the infrastructure- and energy-services spaces.