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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.
Baillie Gifford's International Concentrated Growth strategy underperformed in Q2 2026 despite continued operational progress across portfolio holdings. MercadoLibre accelerated revenue...
— Lawrence Burns / Paulina McPadden
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Other investors who've written on Contemporary Amperex Technology
CATL was added to the fund via its Hong Kong IPO due to its dominant global market share in EV battery cells and energy storage. Despite industry oversupply...
Polen Capital initiated a position in CATL, noting its strong revenue growth, expanding margins, and rising profit growth of over 30%. The company is...