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 the Q3 2025 letter, Daniel Gladiš refutes the traditional division between value and growth stocks, describing them as highly interconnected. ' Vltava Fund...
— Daniel Gladiš
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 Fiserv, Inc.
Fiserv detracted from relative performance as it undergoes a corporate turnaround focused on improving client satisfaction and product development. An unexpected CEO...
Fiserv was our biggest detractor from performance on the year.