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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.
Consumer Staples was the second-largest detractor, driven primarily by our overweight to a sector that fell sharply amid input-cost inflation, led by declines in Mama’s Creations (MAMA) and Lifeway Foods (LWAY). We have recently...
— Nathan Fredrick, CFA
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Other investors who've written on Mama’s Creations, Inc.
Since installing a new CEO in 2023, Mama's Creations has grown its tangible book value per share from $0.06 to $0.97 due to exceptional operational execution. Despite trading at...
Strong performer throughout 2025. Positive operational improvements...
Mama's Creations (MAMA – Doubted Champion) We have written about our investment in Mama's Creations almost ad nauseam.
More institutional theses from Riverwater Micro Opportunities Strategy
908 Devices ($MASS), which carries a 1.46% portfolio weight, manufactures point-of-need chemical analysis instruments utilizing handheld mass spectrometry, infrared, and Raman spectroscopy for first responders, hazmat teams, and defense agencies. The manager holds...
American Vanguard ($AVD) develops, formulates, and markets specialty chemical and biological crop protection products for commercial agriculture and turf management. The manager liquidated...
Red Violet ($RDVT), which accounts for 4.18% of the fund's portfolio, operates proprietary big-data and identity intelligence platforms (IDI and FOREWARN) that provide real-time background verification, risk mitigation, and identity analytics. The manager holds...