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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.
In their 4Q 2025 investor letter, Immersion Investments outlines their performance (up 4.9% for the quarter and 45.4% for the year, outperforming the Russell 2000). They address the...
— 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.