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.
Evolv Technologies (EVLV) and The RealReal (REAL), which we have held since Q1, both exceeded estimates and raised guidance during the quarter. Yet their stocks...
— Paul Cerro
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Evolv Technologies Holdings, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Cedar Grove Capital Management
OneSpaWorld ($OSW) is an outsourced, asset-light provider of health, wellness, and spa services operating aboard international cruise ships and destination resorts. The manager re-entered...
Nektar Therapeutics ($NKTR) is a clinical biopharmaceutical firm developing rezpegaldesleukin (rezpeg) for autoimmune conditions, primarily atopic dermatitis and alopecia areata. The manager remains...
Hims & Hers Health ($HIMS) provides direct-to-consumer digital telehealth services, offering subscription consultations and personalized treatments across dermatology, sexual health, mental wellness, and weight loss. The manager is...