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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.
Finch is a waiting situation with high upside. After winning a...
— Steven Kiel
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Other investors who've written on Finch Therapeutics
More institutional theses from Arquitos Capital Management
Liquidia was the fund's largest contributor in 2025. The fund holds...
The company recently reported excellent full-year results for 2025, showing significant growth in assets under management and revenue. Its adjusted EBITDA...
United Therapeutics is discussed strictly as Liquidia's key competitor and the opposing party in critical patent litigation. Its market multiple...