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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.
Instacart's stock appreciated about 2% in 1H 2026, underperforming the overall market, but remains up well over 50% from SCC's cost basis. In Q2 2026...
— Scott Klarquist
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Other investors who've written on Instacart (Maplebear Inc.)
More institutional theses from Seven Corners Capital Management, LLC
Genworth Financial ($GNW) is a diversified financial services holding company whose core value driver is an 80% controlling ownership stake in Enact Holdings ($ACT), a profitable private mortgage insurer. Representing 17.4% of...
Rocket Companies ($RKT) is a technology-driven real estate, mortgage lending, and financial services platform led by founder Dan Gilbert. Representing 6.3% of...
Pershing Square Holdings ($PSHZF) is an investment holding company managed by Bill Ackman that holds concentrated positions in high-quality North American public companies. Representing 25.6% of...