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.
Bob Sharpe's VELA International Fund delivered 7.43% in Q3 2025, outperforming the MSCI World ex-US Index's 5.33% return, bringing fiscal year performance to 19.67% versus 16.03% for the benchmark. The fund maintains...
— Bob Sharpe
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 Globant
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...