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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). Procore is a...
— 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...
More institutional theses from Madison Dividend Income Fund
Matador Resources Company is a Delaware Basin Exploration and Production (E&P) company founded in 2003.
Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears.
ICU Medical is a medical device company that specializes in infusion therapy, vascular access, and vital care applications.