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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.
EXOR (EXO.MI), a longstanding family-owned company (and one of our first holdings (we started buying when the share price was ~€30 and today the stock trades above ~€67) demonstrating excellent capital allocation and very successful acquisitions. The company's current...
— Yoav Zelikovic
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