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.
Interactive Brokers (IBKR). In his book,...
— Yoav Zelikovic
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 Interactive Brokers Group, Inc.
LVS increased its holding in Interactive Brokers to its maximum 10% cost limit, citing an attractive goldilocks environment of high interest rates and rising stock prices. The manager believes...
Interactive Brokers is the fund's largest holding and benefits from a superior model that shares higher interest rate upside with customers via competitive rates on cash. Because of its...
Interactive Brokers is a high-quality global brokerage boasting robust account growth and excellent operating margins. However, because its...
More institutional theses from Zelikovic Investments
The manager opportunistically purchased shares of the Tel Aviv Stock Exchange when political events temporarily depressed its stock price. TASE features near-monopolistic...
As an elite serial acquirer of vertical market software firms, Constellation Software has consistently scaled its free cash flow over the years. The manager increased...
TerraVest has achieved substantial historical compounding by acquiring niche industrial businesses and driving operational synergies. Led by a...