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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.
As a reminder, Topicus is a Dutch company that acquires, manages and builds vertical market software (“VMS”) businesses, primarily located in Europe. Generally, these businesses...
— Alex Kopel
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Other investors who've written on Topicus.com, Inc.
V) is a European vertical market software consolidator spun out of Constellation Software, focusing on acquiring and operating software businesses tailored to regional European industries. Topicus represents 7.1%...
After previously exiting Topicus at a high valuation, the manager has re-entered the position following a 50% price decline. This entry point...
More institutional theses from Rowan Street Capital
The managers held onto Spotify even after a 75% drop wiped out five years of gains, leaving the position flat on paper. Their published thesis...
Rowan Street maintained conviction in Meta despite experiencing a devastating 75% drawdown in 2022. By focusing on...
Tesla continued to make progress on what we believe are the initiatives that matter most over the long term.