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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.
White Falcon Capital delivered 8.5% net returns in Q2 2026 but lagged benchmarks, bringing YTD returns to 1.8%. The manager maintains...
— Balkar Sivia, CFA
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Other investors who've written on Topicus.com
After previously exiting Topicus at a high valuation, the manager has re-entered the position following a 50% price decline. This entry point...
Topicus has doubled its cash flow generation since 2021 while compounding stock value at 19% annually over 3.5 years. Despite a recent...