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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.
During June, we have upped our position in Truecaller. What elapsed during...
— Pontus Dackmo
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Other investors who've written on Truecaller AB
More institutional theses from Protean Select
Devyser Diagnostics is a specialized biotechnology diagnostics company that develops genetic testing kits and reagents for hereditary diseases, post-transplant monitoring, and personalized oncology medicine. Despite steep share...
Neste Oyj is a global leader in renewable diesel and sustainable aviation fuel production, operating specialized refining facilities that transform waste oils and residues into low-emission hydrocarbons. The manager initiated...
Yubico is a global cybersecurity hardware provider best known for its YubiKey physical authentication devices, which offer hardware-backed multi-factor authentication against phishing and account takeovers. The manager holds...