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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | Farrer 36 Asset Management | - | - | ADYEY, BFIT.AS, DBRG, EDRM.L, EVO.ST, IAC, SE, SPOT, TASK | Alternative Assets, Buybacks, Data centers, E-Commerce, gaming, payments, value | Evolution posted strong revenue growth of 28.2% and EBITDA margins over 70%, but faces challenges with RNG business declining 4% and North American growth slowdown. The pathway to US online gambling legalization is clear with only 6 states currently legal versus 37 with sports betting. Evolution trades at reasonable 18x forward P/E given its financial profile. | DBRG ASAI3.SA IAC EVO.ST |
View |
| 2022 Q3 | Sep 30, 2022 | Farrer 36 Asset Management | - | - | META, TASK | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Farrer 36 Asset Management | - | - | ASAI3.SA, EDRE.L, EVO.ST, GOOGL, SE, TASK | Asia, BPO, Brazil, E-Commerce, gaming, growth, small caps, Travel | Sea Limited's e-commerce platform Shopee maintains market share in Southeast Asia and Brazil despite cost-cutting measures. The total addressable market for e-commerce in Southeast Asia shows double-digit growth well into 2025 according to Temasek and Bain data. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 24, 2025 | Value Investors Club | jet551 | TaskUs, Inc. | Information Technology | Data Processing | Bull | NASDAQ | AI, AI services, BPO, LLM | View Pitch |
| Sep 16, 2025 | Short Thesis | The Bear Cave | TaskUS Inc | Information Technology | Data Processing & Outsourced Services | Bear | NASDAQ | AI, Concentration, Content moderation, Margins, Outsourcing | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||