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.
Back in April we started purchasing shares in Root, a telematics-based auto insurer. This is the...
— Samit Umatiya
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Other investors who've written on Root, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Umatiya Investment Group
Gogo has been one of our more disappointing investments, with shares trading approximately 44% below our average purchase price at quarter-end. While the decline...
National Energy Services Reunited Corp. (NESR) has been a portfolio darling. We last wrote...
We first discussed Shift4 in our Q1 letter, where we bought shares and then sold almost immediately after a more comprehensive analysis. Shift4 is a...