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.
We previously wrote about Text (formerly LiveChat) in our fourth quarter 2020 letter. Ever since, the...
— Daniel Barker
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 Text S.A.
No other institutional pitches found for this ticker yet.
More institutional theses from Apis Global Discovery Fund
Endor, a developer of high-end simulated racing gear, detracted from performance due to soft first-half results. However, the manager...
EDAP has faced a 50% decline over six months despite business performance tracking expectations. The manager views...
The manager uses Amazon to critique the fragile rally in mega-cap technology stocks, arguing that its surge is based on minor upward sales revisions rather than sustainable growth. Trading at 39x...