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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 also trimmed Shopify following strong share price performance and used the proceeds to help fund the purchase of Adyen. Like Eli Lilly,...
— Dan Davidowitz
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Other investors who've written on Shopify Inc.
Shopify reports its Q2 results on August 5, so this update reflects the company's Q1 performance. Shopify delivered another...
Shopify represents a case study in the necessity of investor patience through severe valuation compression. Despite significant historical...
Shopify continues to capture market share across e-commerce, showing 21% revenue growth and rising gross merchandise volume. Following the divestiture...
More institutional theses from Polen Capital - Focus Growth
Quanta Services operates as North America's largest specialty contracting infrastructure provider, engineering and constructing critical electric transmission networks, substations, and clean energy grid connections. Polen Capital initiated...
NVIDIA Corporation designs specialized graphics processing units and accelerated computing hardware that serve as the foundational compute architecture for artificial intelligence models globally. Polen Capital maintains...
Seagate Technology is a premier designer and manufacturer of high-capacity mass data storage equipment, functioning as one of only two primary global manufacturers in the hard disk drive industry. Polen Capital established...