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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.
During Q2 and into Q3, we built a position in Strata Critical Medical, an organ transplant and logistics business that has been left for dead given its microcap status, prior history as a failed SPAC, strategy shift and shareholder turnover. Strata has carved...
— Adam Wilk
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Other investors who've written on Strata Critical Medical
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025.
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025. The history surrounding...
More institutional theses from Greystone Capital
With that as a backdrop, KITS Eyecare recently announced that Co-Founder and COO, Joe Thompson would be stepping down from his current role and transitioning into an advisory role, effective immediately. It’s still early,...
In addition, Strata is an equipment agnostic operator, meaning they can and will use whatever device or method is best for their customer when transporting organs, versus a business like Transmedics that relies on selling a proprietary device that customers have to use to ship each organ. Today, more and...
A high-conviction waste management and energy infrastructure business with defensive, non-discretionary volume flows and strong pricing power in Western Canada. The market mischaracterized...