Loading investment pitches...
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 manager purchased deep-in-the-money long-dated options but misjudged how the market would view the gross margin impact of Base44's AI model running costs. Sold the position...
— Shomik Ghosh
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 Wix.com Ltd.
Wix.com operates a cloud-based web development and hosting platform enabling individuals and businesses to build and manage digital storefronts and websites without coding expertise. The manager initiated...
Wix.com has been undervalued due to perceived AI risks, but recent Q2 results show a healthy 5% stock gain. Despite a 40%...
More institutional theses from Ghosh Capital
Despite being structurally bullish on the company long-term, the manager is not fully concentrated in Alphabet today due to a lack of valuation dislocation relative to its peers. The entire mega-cap...
MDA Space represents a top-five position for the fund, trading at 10x forward EBITDA. It offers exposure...
Kelly Partners Group is a high-quality compounder that acquires accounting and tax firms serving small-to-medium businesses. It employs a...