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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.
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...
— Samit Umatiya
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Other investors who've written on Gogo Inc.
Gogo is positioned to dominate the in-flight business aviation connectivity market as it transitions from legacy systems to Gogo 5G and Galileo (LEO). Although short-term financials...
Gogo holds a near-monopoly on private jet internet connectivity in North America and is set to double its revenues over the next five years via 5G and satellite upgrades. Concerns over competition...
More institutional theses from Umatiya Investment Group
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...
Gogo is positioned to dominate the in-flight business aviation connectivity market as it transitions from legacy systems to Gogo 5G and Galileo (LEO). Although short-term financials...