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Meditation Capital's investment thesis on Braze ($BRZE) — Q2 2025 | Buyside Digest

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$BRZENASDAQBraze

BULL

Meditation Capital—BRZE

Fund Letter

Q2 2025

Published September 20, 2025

View Fund Profile

$25.30USD

-20.8% vs last month

$31.58Pitched

-19.9% since pitch

Market Cap$2.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

' The letter introduces a new position in Flywire, a university payment processor, which the fund acquired at a low multiple following student visa restrictions. Flywire exemplifies the...

— Tim Liu

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What other investors think about $BRZE, and what else Meditation Capital is buying.

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Other investors who've written on Braze

Meditation CapitalNEUTRAL

Pitched Jul 15, 2026

In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.

View all $BRZE pitches →