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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Maplebear Inc. (Instacart) $CART• NASDAQ | Broadline RetailBroadline Retail | Long CART (Maplebear Inc. (Instacart)) Maplebear Inc. ($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%... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Maplebear Inc. (Instacart) $CART• NASDAQ | Broadline RetailBroadline Retail | Long CART (Maplebear Inc.) Instacart demonstrates durable competitive network effects, generating expanding revenues and robust net margins post-pandemic. High GTV growth... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Maplebear Inc. (Instacart) $CART• NASDAQ | Broadline RetailBroadline Retail | Seven Corners Capital 2025 Q4 (CART) Instacart delivered steady operating performance in 2025, with double-digit growth in orders and gross transaction value alongside expanding profitability. While the stock... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Maplebear Inc. (Instacart) $CART• NASDAQ | Broadline RetailBroadline Retail | Seven Corners Capital 2025 Q2 (CART) Instacart has continued to compound value following its strong post-pandemic performance, with shares up 76% in 2024 and an additional 10% in the first half of 2025. Q1 2025 results... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.