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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.
We initiated a new position in the construction management software company Procore Technologies (~$9B market cap).
— John Brown, Drew Justman
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Other investors who've written on Procore
Procore beat expectations but experienced share price declines due to the broader software sector selloff. The manager asserts...
The construction management software serves as the vital system of record holding the deep real-world project context that general AI models cannot replicate. This enables autonomous...
The construction management software provider experienced a decline due to generalized market fears regarding AI disruption. The manager believes...