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I compile hedge fund pitches. Database: 1500 pitches & 1300 fund letters. hfbestideas.com. Newsletter: stockanalysiscompilation.substack.com
Ideas
3 Ideas
Pitch
Adeia, Inc. (ADEA US) by Riverwater Sustainable Value Strategy
Pitch for Adeia, Inc. (ADEA US) from Riverwater Sustainable Value Strategy, found in Q4 hedge fund reports.
Pitch
Adobe Systems Inc. (ADBE US) by Guinness Global Innovators
Pitch for Adobe Systems Inc. (ADBE US) from Guinness Global Innovators, found in Q4 hedge fund reports.
Pitch
AerCap Holdings (AER US) by Oakmark Fund
Pitch for AerCap Holdings (AER US) from Oakmark Fund, found in Q4 hedge fund reports.