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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 maintained a position in Monday.com into 2026, believing management could execute against the objectives they had outlined in the fall of 2025. Following the company's...
— Jordan McNamee
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Other investors who've written on Monday.com
More institutional theses from Optimist Fund
Position initiated in April. Reported one of...
First Advantage delivered an outstanding Q4.
Wayfair's Q4 results further validated the recovery we have been underwriting.