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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.
HGBL reported Q3 earnings that failed to meet expectations due to a credit loss reserve that was taken in the specialty lending segment, caused by their largest borrower experiencing slower charged-off collections. I don’t believe...
— Sean Kirkwood
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Other investors who've written on Heritage Global Inc.
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Vaso Corporation is executing an unusual SPAC merger to uplist from OTCQX to Nasdaq, implying a pro forma value of $0.93 per share compared to its recent $0.28 market price. The structural transaction...
The fund completely exited its position in Harrow after recognizing that execution risks and excessive market optimism were priced into the stock during its price surge. Capital was recycled...
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