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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.
Uber, too, is being marked down for a future that hasn’t arrived. The fear is...
— Jay Winthrop
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Other investors who've written on Uber Technologies, Inc.
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%...
Uber’s share price declined 5% in the third quarter and 16% year-to-date. Investor concerns regarding...
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 Douglass Winthrop
Mastercard has spent 2026 under investor pressure based on their belief in a future that hasn’t arrived. Investors fear that...
We believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant...
S&P Global, best known for its credit ratings and the S&P 500 index, also sells financial data to Wall Street. Investors worry that...