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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.
Ghosh Capital's Q4 2025 investor letter reviews a challenging quarter where the portfolio fell 13.3% (underperforming the S&P 500 and Nasdaq), bringing full-year 2025 returns to 12.6%. The primary detractors...
— Shomik Ghosh
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