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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.
Long Cast Advisers returned 4% in 3Q25, underperforming related small-cap indices but maintaining a strong 14% CAGR since inception. The manager highlights...
— Avram Fisher
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Other investors who've written on Pro-Dex Inc.
Pro-Dex's long-term upside remains anchored in historical 20% compounding of book value per share and key commercial partnerships. While short-term margins...
The PDEX pitch offered an attempt to quantify the anticipated incremental benefits to operations if Zimmer succeeds with the mBos robot commercialization (a *corrected* version of the s
The PDEX pitch offered an attempt to quantify the anticipated incremental benefits to operations if Zimmer succeeds with the mBos robot commercialization (a *correct...