Loading investment pitches...
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, SGA Global Growth disappointed, returning -0.1% (Gross) and -0.3% (Net) compared to 3.3% for the MSCI ACWI. 2025 proved to...
— Hrishikesh Gupta
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on MercadoLibre, Inc.
MercadoLibre faced price pressure from Latin American macro concerns and a strengthening US dollar alongside heavy capital reinvestment. The fund believes...
Mercado Libre (MELI) is a classic Survivor & Thriver business but that we rarely see on sale.
MercadoLibre is leveraging a powerful synergy between its core e-commerce platform and its expanding fintech business in Latin America. The business is...