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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.
Pershing Square Holdings generated a 20.9% NAV return and a 33.9% total shareholder return in 2025, outperforming the S&P 500 (17.9%). The portfolio underwent...
— William A. Ackman
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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...