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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.
In 2Q 2025, the Weitz Partners III Opportunity Fund returned 2.80% (Institutional Class), underperforming the Russell 3000 Index's return of 10.99%. The quarter was...
— Wally Weitz, CFA® & Drew Weitz
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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...