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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.
During Q4 2025, the Artisan Mid Cap Fund delivered a modest negative absolute return (Investor Class -0.44%) but outperformed the Russell Midcap Growth Index (-3.70%). For the full...
— Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner
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Other investors who've written on Carvana
Carvana is an online used car retailer that enables customers to buy, sell, and finance vehicles through a fully digital platform. The stock sold...
Carvana possesses a structurally superior business model characterized by higher gross margins compared to traditional peers. Its ultimate success...
Carvana finished the year with another strong quarter.