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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.
Fully exited the remaining position at an average loss of -50.3% due to a misjudgment of management culture, board of directors' disputes with the founder, and consecutive rapid CEO changes which slowed down the company's execution.
— Fred Liu
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Other investors who've written on SmartRent Inc.
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