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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.
During the fourth quarter of 2025, the Wasatch Frontier Emerging Small Countries strategy decreased and underperformed its benchmark, the MSCI Frontier Emerging Markets Index. For the calendar...
— Scott Thomas
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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,...