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.
Greystone Capital Management reported a +0.3% net return for Q4 2025 and +2.8% for the full year 2025, lagging benchmarks like the S&P 500 and Russell 2000. Underperformance was driven...
— Adam Wilk
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Shift4 Payments
Despite missing consensus estimates, Shift4 showcased strong underlying metrics with 25% payment volume growth and 55% adjusted free cash flow growth. The manager remains...
The payment processor's stock fell after forward profit guidance fell below investor expectations. The manager retains...
The manager completed a rapid exit of Shift4 Payments after recognizing that its growth relies heavily on continuous debt-financed acquisitions rather than organic metrics. Furthermore, accounting practices...