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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.
In the third quarter of 2025, global equities advanced but remained highly concentrated, with the U.S. contributing nearly 70% of gains. The Technology Innovators...
— Michael Clarke, Thomas Trentman
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Other investors who've written on Duolingo, Inc.
Duolingo shares have corrected due to a temporary growth slowdown from business model recalibration and fears that AI translation will render language learning obsolete. The manager believes...
Following a sharp share price pullback, the manager re-established a position in Duolingo, believing the market underestimates the company's long-term unit economics and subscription growth. The business remains...
We shared our initial thesis last quarter but the price has only plummeted. Essentially, there is...