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.

Langdon Global Smaller Companies's investment thesis on Topicus.com ($TOI.V) — Q1 2026 | Buyside Digest

$TOI.VNASDAQTopicus.com

BULL

Langdon Global Smaller Companies—TOI.V

Fund Letter

Q1 2026

Published April 15, 2026

$103.90USD

+3.4% vs last month

$102.60Pitched

+1.3% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

After previously exiting Topicus at a high valuation, the manager has re-entered the position following a 50% price decline. This entry point...

— Greg Dean

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Topicus.com

Topicus has doubled its cash flow generation since 2021 while compounding stock value at 19% annually over 3.5 years. Despite a recent...