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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.
Globant (GLOB) suffered from the AI displacement debate—the argument that AI will subsume their businesses, eventually. Globant is an...
— Bob Sharpe
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Other investors who've written on Globant S.A.
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...
More institutional theses from Vela International Fund
Despite the deliberate underexposure in Financials, strong stock selection from newer holdings Edenred and Sabre Insurance were key contributors to the Fund for the fiscal year. Edenred is the...
Positions Added: Japan EyeWear presented a discounted opportunity to gain exposure to a niche in the Asian luxury sector. Japan EyeWear’s business...
Sabre Insurance, the UK non-standard underwriter of motorist (auto) insurance, was the other major contributor. ) where the...