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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.
Catapult Sports (ASX:CAT) is one example. The business is...
— Steve Johnson
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Other investors who've written on Catapult Sports Ltd
Catapult hosted an investor day highlighting its pathway to scale annual contract revenue to $1 billion from $100 million. Growth will be...
Catapult is expanding its sports analytics software reach across professional teams while steadily increasing annual contract values per team. Solid margin expansion...
More institutional theses from Forager Australian Shares Fund
Cuscal provides regulated payment processing, clearing, and transactional infrastructure connecting smaller banks, credit unions, and fintechs to the Australian payments backbone. The manager took...
Bravura Solutions develops mission-critical enterprise software platforms for wealth management, life insurance, and fund administration entities. The manager adopted...
OFX Group is an international payments and foreign exchange specialist serving corporate and high-net-worth retail clients globally. The manager maintains...