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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.
L) provides cross-border money transfer and multi-currency account infrastructure for retail and business clients globally, representing 4.3% of the portfolio. The manager maintains...
— Spheria Asset Management Pty Limited
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Other investors who've written on Wise plc
Wise is one of our largest positions and a classic example of a hidden moat.
Wise is one of our largest positions and a classic example of a hidden moat. Its competitive advantage...