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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.
We invested in Tata Elxsi in 2019. At that time,...
— Savi Jain & Amit Mantri
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Other investors who've written on Tata Elxsi
More institutional theses from 2Point2 Capital
The fund reflects on buying Tata Elxsi during a temporary client-related slowdown and subsequently exiting when valuations became excessively high at over 40x P/E. Although the stock...
The fund initially invested in MCX expecting a recovery in commodity futures volumes, but regulatory changes severely disrupted this thesis. However, by staying...