Loading investment pitches...
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 finished 2025 up ~35% compared to ~18% for the S&P 500, outperforming the index by 17%. Since 2020, the...
— Scott Klarquist
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Maplebear Inc. (Instacart)
Maplebear Inc. ($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...