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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.
The top contributor to Fund performance was JFrog Ltd. (FROG). The company provides...
— Mick Rasmussen
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Other investors who've written on JFrog Ltd.
JFrog emerged as the strategy's top performer, recovering from a previous sector-wide software sell-off. The managers believe...
JFrog was the fund's top contributor, recovering from a previous software selloff as strong quarterly earnings and raised guidance validated its business strength. The manager highlights...
More institutional theses from Wasatch Long Short Alpha Fund
Shares of the skilled nursing operator declined following a short-seller report questioning its operations and practices. The manager remains...
The construction management software provider experienced a decline due to generalized market fears regarding AI disruption. The manager believes...
JFrog was the fund's top contributor, recovering from a previous software selloff as strong quarterly earnings and raised guidance validated its business strength. The manager highlights...