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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.
Blue Tower Asset Management delivered 18.91% net returns in Q2 2026, bringing YTD performance to 20.84% net, driven primarily by gains in Enova International despite elevated volatility around its pending Grasshopper Bank merger. The manager built...
— Andrew Oskoui
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Other investors who've written on Enova International, Inc.