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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.
Our positions in Uber Technologies, Inc. common stock (NYSE: UBER) and Mobility Global Inc. common stock (NYSE: MBGL), a position we added during the quarter, were notable detractors. UBER fell 5.1%...
— Marc Werres
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Other investors who've written on Uber Technologies, Inc.
Uber’s share price declined 5% in the third quarter and 16% year-to-date. Investor concerns regarding...
Uber, too, is being marked down for a future that hasn’t arrived. The fear is...
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...
More institutional theses from Hinde Group
During the quarter, we built a new position in Mobility Global Inc. common stock (NYSE: MBGL). MBGL began “regular-way”...
Deteriorating conditions in the Middle East did little to temper seemingly insatiable demand for AI infrastructure. Both Amazon and...
Our positions in Becton, Dickinson and Company common stock (NYSE: BDX) made notable positive contributions.