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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.
Endava (DAVA) is an IT services provider, which the market perceives as an AI loser. Since this industry...
— Roderick van Zuylen
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More institutional theses from Night Watch Investment Management
Marex Group plc ($MRX) operates as a global financial services platform providing liquidity, market making, and clearing solutions across commodities, energy, and financial markets. Representing the fund's...
Despite short-term market panic regarding exposure to interest rates and volume risks, Marex has demonstrated robust resilience and growth potential. The manager capitalized...
Although labeled an AI loser by the market and burdened by temporary delays in corporate IT spending, the company is poised for a growth recovery in 2026 as AI-related projects accelerate. Trading at a...