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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 Mama's Creations, Inc.
Since installing a new CEO in 2023, Mama's Creations has grown its tangible book value per share from $0.06 to $0.97 due to exceptional operational execution. Despite trading at...
Strong performer throughout 2025. Positive operational improvements...
Mama's Creations (MAMA – Doubted Champion) We have written about our investment in Mama's Creations almost ad nauseam.