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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.
MDA Space Reported Q1 Earnings – Cash Earnings +68%. Revenue $464M +32%,...
— Jason & Jesse
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Other investors who've written on MDA Space Ltd.
MDA Space is a Canadian space technology contractor specializing in satellite manufacturing, space robotics, and Earth-observation geointelligence. The manager maintains...
MDA Space represents a top-five position for the fund, trading at 10x forward EBITDA. It offers exposure...
MDA Space also contributed meaningfully during the quarter. The Canadian space...
More institutional theses from DKAM Donville Kent Asset Management
Blue Ant grew revenue 18% per year from 2020 to 2025 with 18% return on capital. The global streaming...
Zedcor raised $30M at $6.00/share in February.
As previously discussed, we sold our Constellation investment in 2025 at $3,250-$3,760/share. We made this...