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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 bought shares in GitLab. GitLab is a...
— Jason Gilbert
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Other investors who've written on GitLab Inc.
Gitlab has experienced a substantial sell-off driven by market concerns that generative AI will make its software development coordination platform obsolete. However, AI adoption...
We bought shares in GitLab. GitLab is a...
More institutional theses from RGA Investment Advisors LLC
RGA initiated a new position in Dave & Buster's after the stock pulled back to $50, seeing an attractive valuation despite macro weakness in low-income consumer spending. The core thesis...
RGA re-established a long position in Vail Resorts as stock valuations hit ten-year lows due to temporary weather and staffing challenges. The fund highlights...
Adobe has been unfairly categorized as an AI loser despite its irreplaceable offerings and critical role in creative workflows. Trading at sub-10x...