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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.
Weakest performer in 3Q25, down 28.43%, after its FY1Q26 revenues came in slightly below street expectations. The manager views...
— Chip Rewey
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Other investors who've written on Kyndryl
We owned KD for over four years. During most of...
KD was our weakest performer in 4Q25, as it initiated a disappointing 2026 revenue growth forecast down 2 to 3%, vs. expectations of turning the corner to revenue growth, albeit a modest 1%.
More institutional theses from Rewey Asset Management
We initiated a position in DNOW, Inc. (DNOW), a distributor of energy and industrial products.
KD was our weakest performer in 4Q25, as it initiated a disappointing 2026 revenue growth forecast down 2 to 3%, vs. expectations of turning the corner to revenue growth, albeit a modest 1%.