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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.
Newest investment initiated in March/mid-August 2025 at roughly $235/share (representing ~12% of the portfolio). Viewed as a...
— Alex Kopel
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Other investors who've written on Tesla Inc
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell 15.6%...
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell as...
Tesla remains our largest position, at roughly 11% of the portfolio. The stock had...
More institutional theses from Rowan Street Capital
The managers held onto Spotify even after a 75% drop wiped out five years of gains, leaving the position flat on paper. Their published thesis...
Rowan Street maintained conviction in Meta despite experiencing a devastating 75% drawdown in 2022. By focusing on...
Tesla continued to make progress on what we believe are the initiatives that matter most over the long term.