Loading investment pitches...
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.
The more important point for this letter is that the drawdowns in Goosehead, Hypoport, and SmartCraft appear to have been driven far more by valuation compression than by clear evidence of business deterioration. As the market...
— Greg Dean
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on SmartCraft ASA
No other institutional pitches found for this ticker yet.
More institutional theses from Langdon Global Smaller Companies
Hypoport experienced valuation compression due to market concerns over AI workflow disruption, despite posting high single-digit revenue growth and improved earnings power. Expecting 2026 earnings...
After previously exiting Topicus at a high valuation, the manager has re-entered the position following a 50% price decline. This entry point...
The manager maintains strong confidence in Goosehead despite a significant share price decline, which they attribute to valuation compression from AI disruption fears rather than fundamental deterioration. The business has...