Loading investment pitches...
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.
Topicus is a European vertical market software (VMS) spin-off from Constellation Software operating a decentralized buy-and-build model. In response to...
— Mohnish Pabrai
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on TOI.AS
No other institutional pitches found for this ticker yet.
More institutional theses from Pabrai Wagons Fund
Reysas REIT is a prominent Turkish industrial real estate owner and logistics provider that controls over 12 million square feet of prime Grade A warehouse space, representing the fund's largest position at 15.7% of assets. The manager maintains...
Valaris is a leading global offshore drilling contractor with a modern fleet of ultra-deepwater drillships and versatile jackup rigs, representing 4.4% of the fund's holdings. The manager expresses...
Odfjell Drilling ($ODFL.OL) represents 4.5% of the fund's portfolio.