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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.
Spyglass Growth Strategy returned 24.63% in Q2 2026, outperforming the Bloomberg Midcap Growth Index's 14.05% as software stocks rebounded from the first quarter selloff and geopolitical tensions eased with the US-Iran ceasefire. The portfolio's earnings...
— James A. Robillard
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Other investors who've written on Affirm Holdings
Affirm posted robust quarterly results that beat consensus, highlighted by triple-digit growth in Affirm Card gross merchandise volume and active cardholders. Market sentiment recovered...
Affirm surged after delivering fiscal quarter results where gross merchandise volume surpassed analyst expectations while maintaining stable delinquency rates. Strong growth in...
The fintech company faced stock price pressure due to macroeconomic worries and concerns over consumer spending despite beating quarterly expectations. The manager views...