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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.
Sweetgreen, Inc. (SG), a fast casual restaurant chain, was a bottom contributor during the second quarter. The stock price...
— Spyglass Capital Management
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Other investors who've written on Sweetgreen, Inc.
Sweetgreen experienced flat year-over-year sales and lowered its full-year guidance due to persistent operational execution issues. The manager is...
The manager fully exited the position following operational execution issues and a strategic shift from management to reduce planned new store rollouts. This reduction undermined...
More institutional theses from Spyglass Capital Management
Forgent Power Solutions, a recent IPO specializing in electrical distribution equipment, is well-positioned to benefit from a structural surge in electricity demand driven by AI, reshoring, and electrification. Having expanded capacity...
Despite delivering its 60th straight quarter of double-digit revenue growth, CoStar's stock fell due to softer net new bookings. The manager remains...
Added in April, QXO fell after announcing its acquisition of TopBuild due to market concerns over leverage and integration. However, the manager...