July 7, 2025
Revelare hosted a second Bull / Bear investor roundtable on Hims & Hers Health (HIMS). The discussion took place July 1 with five investors in London, New York and San Francisco. During the roundtable, investors…
June 20, 2025
Revelare would like to take a moment this month to highlight the following: Our new Emerging Manager and Allocator Idea Product Recent Investor Roundtables on single companies including UNH, INPST NA and CRWV. Long ideas…
June 18, 2025
We hosted an investor idea event in London on June 12th with four investors. Participants shared a current long thesis for three companies including TP ICAP Group PLC (TCAP LN), QUALCOMM Inc (QCOM), CoStar Group…
June 16, 2025
We hosted a European investor idea event in London on June 11th with five investors. Participants shared a current long thesis for five companies including Informa PLC (INF LN), British American Tobacco PLC (BATS LN),…
June 6, 2025
We hosted an TMT investor idea event in New York City on June 3rd with six investors. Participants shared a current long thesis for five companies including ACM Research Inc (ACMR), Monday.com Ltd (MNDY), Unity…
May 30, 2025
Revelare hosted its first idea event May 28th where we brought Allocators together with Emerging Investment Managers from around the world. Investors have shared numerous differentiated and great performing investment ideas since we started the…
May 27, 2025
On May 23rd Revelare hosted a roundtable discussion with five investors on UnitedHealth Group Inc (UNH). During the discussion investors compared research and opinions on the future growth algorithm, normalized margins for the business, the…
May 22, 2025
We hosted an Internet investor idea event on May 16th with five investors located in Dallas, London and New York. Participants shared a current long thesis for five companies including Spotify Technology SA (SPOT), Coupang…
May 20, 2025
After interviewing an investor on his investment in InPost SA in February, Revelare hosted a group discussion with investors on the Polish logistics company. The discussion covered views on the business model, growth prospects, the…
May 19, 2025
On May 15th we hosted an investor idea event focused on German & EU Infrastructure & Defense companies. The investors shared a current long thesis for the following companies: Knorr-Bremse AG (KBX GY), Dassault Aviation…