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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.
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025. The history surrounding...
— David Polansky
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Other investors who've written on Strata Critical Medical
During Q2 and into Q3, we built a position in Strata Critical Medical, an organ transplant and logistics business that has been left for dead given its microcap status, prior history as a failed SPAC, strategy shift and shareholder turnover. Strata has carved...
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025.
More institutional theses from Immersion Investment Partners
Mama's Creations (MAMA – Doubted Champion) We have written about our investment in Mama's Creations almost ad nauseam.
Red Violet (RDVT – Underdog) merits some discussion, given the violent contraction in the first quarter and the subsequent snapback.
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025.