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.

Home Letters Funds Account

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

All Pitches

View Letter Analysis

$FLYWNASDAQFlywire

BULL

Meditation Capital—FLYW

Fund Letter

Q2 2025

Published September 20, 2025

View Fund Profile

$18.27USD

-1.5% vs last month

$13.62Pitched

+34.2% since pitch

Market Cap$2.3B

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

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

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

Other pitches on $FLYW

Other investors who've written on Flywire

No other institutional pitches found for this ticker yet.

View all $FLYW pitches →