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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.
There is a lot of hype around AI which we’ve covered before (HERE). A derivative play...
— Jason & Jesse
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Other investors who've written on Enterprise Group, Inc.
More institutional theses from DKAM Donville Kent Asset Management
Blue Ant grew revenue 18% per year from 2020 to 2025 with 18% return on capital. The global streaming...
Zedcor raised $30M at $6.00/share in February.
As previously discussed, we sold our Constellation investment in 2025 at $3,250-$3,760/share. We made this...