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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.
OneSpaWorld is an asset-light spa operator that derives most of its revenue from the cruise industry. We previously owned...
— Paul Cerro
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Other investors who've written on OneSpaWorld Holdings Ltd.
OneSpaWorld Holdings ($OSW), holding a 2.6% position in the portfolio, is the dominant global provider of outsourced health, wellness, and spa services onboard luxury cruise vessels and destination resorts. The manager maintains...
OneSpaWorld Holdings Ltd. ($OSW) represents 5.0% of the portfolio and is the preeminent operator of health, wellness, and beauty spas aboard global maritime cruise vessels and destination luxury resorts. Ariel is strongly...
OneSpaWorld was added to the portfolio as macro-driven concerns around discretionary spending created a favorable valuation. The company's underlying...
More institutional theses from Cedar Grove Capital Management
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...
Evolv Technologies ($EVLV) provides AI-powered weapons-detection screening gateways for high-traffic environments, including schools, stadiums, and hospitals. Unlike conventional walkthrough...