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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.
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance. Second-quarter results marked...
— Ronald Baron, David Baron, Michael Baron
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Other investors who've written on Shopify Inc.
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance with the stock up 29.9%. Second quarter results...
Shopify provides essential cloud infrastructure and point-of-sale software that powers digital commerce operations for independent retailers and enterprise brands globally. While Polen Capital...
Shopify reports its Q2 results on August 5, so this update reflects the company's Q1 performance. Shopify delivered another...
More institutional theses from Baron First Principles ETF
Shares of Las Vegas Locals casino operator Red Rock Resorts decreased 23.5% in the third quarter and hurt performance by 72 bps as investors grew concerned that higher interest rates, inflation, and oil prices could slow market growth. However, despite ongoing...
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell as...
Property and casualty (P&C) insurance software vendor Guidewire increased 15.9% in the third quarter and contributed 31 bps to performance. The company continues...