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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.
Uber reported strong Q2 2026 results, with gross bookings up 22% YoY and revenue growth of 19% on a comparable basis. Despite a 6%...
— rijnberkinvestinsights
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Other investors who've written on Uber Technologies, Inc.
The manager increased their Uber position for the third month in a row, taking advantage of a 20% pullback despite robust underlying business fundamentals. They reject the...
Uber operates a platform that connects users with ride-hailing and food-delivery drivers.
Uber is the undisputed global leader in ride-hailing and holds top positions in food delivery. After being one...