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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.
In its Q4 2025 report, L1 Capital International outlines a 2.2% net return for the quarter (vs 2.5% for the benchmark) and a 9.8% net return for the full calendar year 2025. The manager discusses...
— David Steinthal
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Other investors who've written on Uber Technologies, Inc.
The manager increased their Uber position for the third month in a row, taking advantage of a 20% pullback despite robust underlying business fundamentals. They reject the...
Uber operates a platform that connects users with ride-hailing and food-delivery drivers.
Uber is the undisputed global leader in ride-hailing and holds top positions in food delivery. After being one...