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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.
Bravura (ASX:BVS), a software provider to wealth management and fund administration, is another. It was one...
— Steve Johnson
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Other investors who've written on Bravura Solutions Ltd
Bravura Solutions ($BVS.AX) represents 6.8% of the fund's portfolio. The enterprise provides...
Bravura Solutions shares fell over 20% despite reporting profit growth and paying a special dividend, caused by broad market anxieties over AI-driven software commoditization. The manager argues...
More institutional theses from Forager Australian Shares Fund
Catapult Sports is the global leader in wearable performance-tracking hardware and video analytics software designed specifically for elite athletic teams. The fund holds...
Cuscal provides regulated payment processing, clearing, and transactional infrastructure connecting smaller banks, credit unions, and fintechs to the Australian payments backbone. The manager took...
OFX Group is an international payments and foreign exchange specialist serving corporate and high-net-worth retail clients globally. The manager maintains...