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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.
Immersion Investment Partners returned 18.40% in Q3 2025, outperforming the Russell 2000 Index's 12.39% return. The managers emphasize...
— David Polansky
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Other investors who've written on Celsius Holdings, Inc.
The fund liquidated its position in Celsius during the year due to valuation concerns. The exit generated...
Celsius Holdings experienced a short-term inventory overhang with distributor Pepsi, causing its stock price to drop below $30 from its $90 peak and creating a compelling entry point. The acquisition of...