Letters by company
SANUWAVE Health, Inc.
5 letters discussing SNWV. Everything written about it on this site is on its ticker page.
- SRK Capital 2026 H1 Partnership Letter SRK Fund I avoided AI-buildout companies, favoring neglected businesses with visible cash flows, aligned operators and scope for operational improvement. The portfolio added Pro-Dex after its key customer contract renewal, exited Sanuwave over weakening wound-care customer economics, and retained ImmuCell and Outdoor Holding on improving earnings and cash-generation prospects. first half of 2026 ICCC $93MPDEX $216MPOWW $268M
- Cedar Grove Capital Management Q2’2026 Cedar Grove broadened the portfolio, added event-driven opportunities and increased shorts as AI-led market leadership favored momentum over valuation-sensitive stock selection. It exited SANUWAVE after reimbursement disruption cut device guidance, reduced KITS after its bitcoin ETF treasury decision, and added telehealth, neurology and grid-modernization positions. Q2'26 ABVX $8BCLPT $272MHIMS $4.9B
- Cedar Grove Capital Management Q1 2026 Cedar Grove Capital Management deployed capital into small and microcap healthcare and consumer-discretionary names it viewed as mispriced amid the SaaS selloff. It exited the failed LENSAR merger-arbitrage position, sharply reduced and then sold WW International after weakening subscriber trends and a CEO departure, while retaining core positions in KITS, The RealReal, Evolv and Sanuwave. Q1 2026 ABVX $8BEVLV $811MHIMS $4.9B
- Infuse Asset Management Q4 2025 Letter Infuse Partners exited Intellego after its financing, revenue recognition and factoring disclosures undermined the investment thesis, followed by the CEO’s arrest for gross fraud. The portfolio added Duolingo and argued for Nu Holdings, Sanuwave, TransMedics and MercadoLibre on scalable operating models, durable engagement or widening competitive advantages. Q4 ‘25 DUOL $7.7BMELI $77BNU $60B
- Night Watch Investment Management Q2 2026 Update Night Watch added FUTU aggressively, initiated Booking.com and Adyen, and trimmed exposure to cyclical memory beneficiaries as AI-related valuations rose. The firm argues that Dutch employment-tax rules limit stock-based compensation at internationally oriented companies, while Watches of Switzerland is resuming its Rolex-led consolidation playbook after US tariff relief. Q2 2026 WOSG $2.4BADYEY $31BBKNG $119B
