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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.
Largest position at the end of Q3. Initiated after a...
— Patrick O'Brien
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Other investors who've written on Confluent, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Jackson Peak Capital LLC
The fund established a subscale position in Spirit Airlines calls ahead of its antitrust merger trial with JetBlue, viewing the massive market spread as highly mispriced. The manager intends...
Endeavor is a chronically undervalued holding company owning premier media and entertainment assets that is currently undergoing a strategic review. The manager expects...
The fund successfully shorted Leslie's based on a thesis that its pandemic-driven swimming pool boom and elevated chemical pricing were temporary and unsustainable. This fundamental decay,...