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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.
Recurve posted a -1.5% net return in September versus +3.5% for the S&P 500, with 6 of 9 positions declining. Despite short-term underperformance,...
— Aaron Chan
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Other investors who've written on Cogent Communications
The stock experienced pressure due to lower than expected headline installation figures for its high-margin wavelength services. However, underlying installation...
Cogent is undertaking a major architecture transformation to capture high-margin demand in the Wavelength market following its Sprint asset acquisition. Downside risk is...