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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.
Sands Capital Select Growth returned 23.2 percent net in Q2 2026, outperforming the Russell 1000 Growth Index's 16.7 percent return, driven by broad-based strength across AI infrastructure holdings. The portfolio benefited...
— Wesley A. Johnston, Thomas H. Trentman, Benjamin H. Betcher
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Other investors who've written on Shopify Inc.
Shopify reports its Q2 results on August 5, so this update reflects the company's Q1 performance. Shopify delivered another...
Shopify represents a case study in the necessity of investor patience through severe valuation compression. Despite significant historical...
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