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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.
Adyen is a company we admired from afar for years, thinking its gaudy valuation would forever preclude us from owning shares. In 2022, we...
— Jason Gilbert
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Other investors who've written on Adyen N.V.
Adyen was added to the portfolio due to its high-quality compounding profile, attractive valuation, and structural advantage of minimal stock-based compensation dilution arising from Dutch tax policies.
Adyen is a company we admired from afar for years, thinking its gaudy valuation would forever preclude us from owning shares. In 2022, we...
Adyen is a high-growth payment company positioned as critical infrastructure in the commerce ecosystem. The company's strong...
More institutional theses from RGA Investment Advisors LLC
RGA initiated a new position in Dave & Buster's after the stock pulled back to $50, seeing an attractive valuation despite macro weakness in low-income consumer spending. The core thesis...
RGA re-established a long position in Vail Resorts as stock valuations hit ten-year lows due to temporary weather and staffing challenges. The fund highlights...
GitLab represents a covert AI beneficiary providing essential enterprise orchestration for codebases. Despite market concerns...