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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.
In Q4 2025, the SGA Emerging Markets Growth portfolio returned 0.6% (Net) compared to 4.7% for the MSCI EM Net TR Index and 3.3% for the MSCI EM Growth Net TR Index. For the full...
— Hrishikesh Gupta
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Other investors who've written on Sea Limited
Sea Limited represents a compelling opportunity due to its robust revenue growth, margin expansion, and improved efficiency across its three business segments. Most notably, the...
Sea Limited has achieved EBITDA profitability across all regions for its e-commerce business, Shopee, with margins expanding due to advertising, logistics, and fintech services. The manager believes...
Since our last letter, shares in Sea Limited have dipped another -20%. Which is puzzling,...