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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.
Watches of Switzerland Group (WOSG LN) has been a core position since our inception in 2024. It has been...
— Roderick van Zuylen
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Other investors who've written on Watches of Switzerland Group PLC
This retailer occupies a unique, supply-constrained niche for luxury goods with high barriers to entry via Rolex/Patek Philippe partnerships. Despite temporary setbacks...
This supply-constrained luxury retailer is rebounding strongly now that US import tariffs are no longer a headwind. With US growth...
Watches of Switzerland functions as a crucial authorized retailer and gatekeeper for Rolex, providing it with exceptional retail economics including waitlist protection, no online competition, and minimal inventory risk. The stock is...
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...