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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.
Initiated position. Leading DevSecOps platform...
— Faraz Farzam, Aaron Garcia
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Other investors who've written on GitLab Inc.
Gitlab has experienced a substantial sell-off driven by market concerns that generative AI will make its software development coordination platform obsolete. However, AI adoption...
We bought shares in GitLab. GitLab is a...
GitLab represents a covert AI beneficiary providing essential enterprise orchestration for codebases. Despite market concerns...
More institutional theses from Madison Small Cap Fund
Alphatec ($ATEC) is a medical technology company specializing in spine surgery solutions, recognized for pioneering the prone transpsoas (PTP) technique. This minimally invasive...
Initiated position. A leading U.S....