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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.
Shopify has been an exceptional business over time, compounding at over 40% annually since its IPO. The path to...
— Alex Kopel
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Other investors who've written on Shopify Inc.
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance with the stock up 29.9%. Second quarter results...
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance. Second-quarter results marked...
Shopify provides essential cloud infrastructure and point-of-sale software that powers digital commerce operations for independent retailers and enterprise brands globally. While Polen Capital...
More institutional theses from Rowan Street Capital
The managers held onto Spotify even after a 75% drop wiped out five years of gains, leaving the position flat on paper. Their published thesis...
Rowan Street maintained conviction in Meta despite experiencing a devastating 75% drawdown in 2022. By focusing on...
Tesla continued to make progress on what we believe are the initiatives that matter most over the long term.