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.
This year the Fund initiated a position in WILD, a kids’ content company that recently completed the sale of its Peanuts (Snoopy) stake to Sony for C$630 million, which took the company from 5x net levered to net cash. Prior to the...
— Yaron Naymark
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 WildBrain Ltd.
No other institutional pitches found for this ticker yet.
More institutional theses from 1 Main Capital
I more than doubled 1MC’s investment in LMB after weak Q2 results caused it to decline meaningfully to a level 75% below its 2025 highs. I recently discussed...
BFIT has continued to execute since we reinitiated the investment in 2024. In its most...
I recently wrote up HGV in the Q2’26 letter. When the company...