Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 20, 2025 | Baumann Capital | - | - | WIIT.MI | Cloud, Data centers, Europe, Germany, infrastructure, private equity, technology | WIIT operates twenty Tier IV data centers across Germany, Italy, and Switzerland, focusing on mission-critical workloads for enterprise clients. The business benefits from high switching costs, long-term contracts averaging five years, and 40% EBITDA margins through premium pricing for sovereign cloud solutions. | WIIT.MI |
View |
| 2026 Q2 | Aug 20, 2025 | Baumann Capital | - | - | WIIT.MI | Cloud, Data centers, Europe, infrastructure, M&A, technology, value | WIIT.MI |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Fund Letters | Baumann Capital | WIIT S.p.A. | Software - Infrastructure | IT Consulting & Other Services | Bull | Borsa Italiana (Milan Stock Exchange) | Cloud computing, data centers, data sovereignty, Digital Sovereignty, Enterprise software, Equity, ERP systems, Europe, Germany, high switching costs, IaaS, Italy, M&A Consolidation, Managed services, Mission-critical Infrastructure, PAAS, Private Cloud, recurring revenue, Regulatory Tailwind, Roll-up Strategy, SaaS, Switzerland, Tier IV Certification | View Pitch |
| Apr 13, 2026 | Fund Letters | Baumann Capital | WIIT S.p.A. | Information Technology | Data Processing & Outsourced Services | Bull | Borsa Italiana | Cloud computing, data centers, data sovereignty, ERP systems, European Technology, high switching costs, Hybrid Cloud, infrastructure, M&A Consolidation, premium pricing, Private Cloud, recurring revenue, Regulatory tailwinds, SaaS, Tier IV Certification | 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. | ||||||||