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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...
— TimesSquare Capital Management LLC
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Other investors who've written on Procore
Procore beat expectations but experienced share price declines due to the broader software sector selloff. The manager asserts...
We initiated a new position in the construction management software company Procore Technologies (~$9B market cap).
The construction management software serves as the vital system of record holding the deep real-world project context that general AI models cannot replicate. This enables autonomous...