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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.
The Wasatch Small Cap Growth strategy gained in Q2 2026 but trailed the Russell 2000 Growth Index's 25.71% return as market leadership remained narrow and concentrated in AI-related companies. The market's preference...
— Ryan Snow
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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...