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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 delivered a -12.6% NAV return in the first half of 2026 versus +10.2% for the S&P 500, as market gains were concentrated in semiconductors and tech hardware while 90% of S&P companies contributed less than 2% of index returns. The manager used...
— 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...