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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.
It is worth updating our thesis on our main Defence holding, MDA Space (TSX: MDA), which fell 28% in the quarter after gaining 66% in Q2. MDA had an...
— Gerard Ferguson & Rick Ummat
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Other investors who've written on MDA Space Ltd.
MDA Space represents a top-five position for the fund, trading at 10x forward EBITDA. It offers exposure...
MDA Space also contributed meaningfully during the quarter. The Canadian space...
More institutional theses from Jemekk Hedge Fund
WSP Global is a premier global engineering and professional services consultancy with over 84,000 employees designing complex infrastructure across transportation, energy, water, and environment. The manager initiated...
CAE Inc. (CAE) is a Canadian multinational simulation and training company headquartered in Montreal, Quebec.
Canadian bred and based, Telesat is a leading global satellite operator that is shifting from legacy (GEO – think Direct TV) satellite constellations to a newer, cutting-edge LEO (Lightspeed) constell