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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.
Globant is the smallest of the three companies and the most digital-native. Founded in Argentina...
— Pzena Investment Management, LLC
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Other investors who've written on Globant S.A.
As a digital-native firm focused on consumer-facing design and digital experiences, Globant's specialized product design capabilities are highly resistant to automated disruption. The company is...
The digital software engineering firm experienced a sharp decline due to currency headwinds, macro weakness in key Latin American markets, and reduced spending from a major customer. Despite these short-term...
More institutional theses from Pzena International Value ADR strategy
Headquartered in China, Haier Smart Home is the world's largest major home appliance manufacturer. Despite continued market...
SAP, Europe's largest pure-play software company, is a leading enterprise resource planning (ERP) provider in the midst of a customer migration from its legacy on-premise ERP suite, ECC, to its modernized, cloud-forward offering, HANA. SAP is mission-critical...
Porsche AG's margins collapsed to near zero due to structural headwinds in China and gaps in its product refresh cycle, causing the stock to drop nearly 70% from its peak. Pzena initiated a...