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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.
The consensus expectation of May's NASDAQ listing for Wise Group PLC facilitating a re-rating of the shares proved fallacious – the shares reached an eight-month high on the appointed day and promptly fell 32% in a month, to our benefit. This was partly...
— Andrew Brown
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Other investors who've written on Wise plc
L) provides cross-border money transfer and multi-currency account infrastructure for retail and business clients globally, representing 4.3% of the portfolio. The manager maintains...
Wise is one of our largest positions and a classic example of a hidden moat.
Wise is one of our largest positions and a classic example of a hidden moat. Its competitive advantage...
More institutional theses from East72 Dynasty Trust
Before quarter end, we purchased the Dutch listed liquids storage business Vopak to which we already have an indirect exposure through its largest holder, HAL Trust. Vopak has significant...
Carlsberg (market cap equivalent US$19.2billion) is the riskier growth proposition coming from a narrow beer offering to recent acquisition and “step-out” initiatives in soft drinks. Carlsberg acquired the...
Prada SpA - market capitalisation €10.9billion but listed in Hong Kong - is 80% controlled by Prada Holding SpA - a 65/35 venture controlled by the granddaughter (Miuccia Prada) of Mario Prada - the founder in 1913 with brother Martino - her husband and ex-CEO Patrizio Bertelli. Ms Prada followed...