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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.
Lovisa is emblematic of our investment strategy of buying good companies and holding for the long term, but also highlights the tolerance and patience required to withstand the pain of large falls in the share price from time to time. As the table...
— Ganes Capital Management Limited
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Other investors who've written on Lovisa
Lovisa experienced massive share price volatility over the year, driven by shifting market sentiments rather than operational changes. Operationally, the business...
Lovisa's aggressive international expansion continues to deliver robust top-and-bottom-line growth. While investors panicked...
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Despite a sharp stock decline triggered by proposed Australian legislation to ban debit card surcharges, the manager held onto Smartpay due to untouched New Zealand operations. This patience was...