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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.
In the Q2 2025 partner letter, Matthew Sweeney, Managing Partner of Laughing Water Capital, reports that the fund's Class A investment returned approximately 13.1% net of all expenses, outperforming both the S&P 500 TR (10.9%) and the Russell 2000 (8.5%). The fund finished...
— Matthew Sweeney
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Other investors who've written on PAR Technology
PAR Technology grew ARR by 102% in 2024 to $276 million through 22% organic expansion and key acquisitions. Achieving positive EBITDA...
PAR Technology was also a detractor despite continued solid underlying performance.
Par Technology has struggled due to POS rollout delays, industry pessimism, and questionable capital allocation decisions. Although the manager...