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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.
Position initiated in April. Reported one of...
— Jordan McNamee
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Other investors who've written on Medpace Holdings, Inc.
Medpace is a global clinical contract research organization featuring a robust balance sheet and strong cash generation. While near-term growth...
Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears.
Medpace posted strong Q2 results that beat expectations on both top and bottom lines, leading to a full-year guidance upgrade. Furthermore, massive share...
More institutional theses from Optimist Fund
Position initiated in April. Reported one of...
First Advantage delivered an outstanding Q4.
Wayfair's Q4 results further validated the recovery we have been underwriting.