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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.
Seven Corners Capital's equity portfolio gained ~11% in the first half of 2025, outperforming the S&P 500's ~6% return. Since the start...
— Scott Klarquist
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Other investors who've written on Maplebear Inc. (Instacart)
Maplebear Inc. ($CART), commonly known as Instacart, operates the leading North American online grocery technology platform connecting consumers, retail partners, and independent personal shoppers. Holding an 8.4%...
Instacart demonstrates durable competitive network effects, generating expanding revenues and robust net margins post-pandemic. High GTV growth...