Loading investment pitches...
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.
Laughing Water Capital returned 39.8% net in Q2 2026, bringing year-to-date returns to 33.6% and 10-year annualized returns to 20.0%. The exceptional quarter...
— Matthew Sweeney
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Liquidia Corp.
Liquidia was the fund's largest contributor in 2025. The fund holds...
Liquidia represents the manager's highest-conviction holding, with substantial upside driven by the successful launch of its Yutrepia product. Even under various...
Liquidia's commercial launch of Yutrepia has been highly successful, driving strong revenue growth. While the upcoming...