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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 Growth strategy delivered strong absolute returns in Q2 2026 but lagged the ACWI ex US index, with disappointing 12-month relative performance that the manager believes does not reflect portfolio fundamentals. The period was...
— Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert Wilson
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Other investors who've written on MercadoLibre, Inc.
MercadoLibre faced price pressure from Latin American macro concerns and a strengthening US dollar alongside heavy capital reinvestment. The fund believes...
Mercado Libre (MELI) is a classic Survivor & Thriver business but that we rarely see on sale.
MercadoLibre is leveraging a powerful synergy between its core e-commerce platform and its expanding fintech business in Latin America. The business is...