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.
Klaviyo which a little over a year ago traded at peak for 12x NTM sales declined to as low as 2x – an 83% move. We progressively added...
— Tim Liu
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 Klaviyo, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Meditation Capital
We progressively added Workiva, Atlassian, Dynatrace, and Klaviyo. Dynatrace new commitment...
We progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.
In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.