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.
Dicker Data held its Annual General Meeting at the end of May and reported that revenues were up 13% and profits up 45% for the first four months of the year compared to last year. It also advised...
— Ganes Capital Management Limited
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Dicker Data
More institutional theses from Ganes Focused Value Fund
Bravura Solutions ($BVS.AX) represents 6.8% of the fund's portfolio. The enterprise provides...
Lovisa ($LOV.AX) represents 11.7% of the fund's portfolio. The firm is...
PWR Holdings ($PWH.AX) is the fund's largest position, accounting for 14.6% of the portfolio. The company specializes...