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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 2, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Artisan Mid Cap Fund - MDB MongoDB is a leading database software provider for modern, cloud-native applications. Recent results exceeded... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Artisan Global Discovery - MDB MongoDB is a leading database software provider for modern, cloud-native applications. Recent results exceeded... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Long MDB (MongoDB, Inc.) MongoDB has demonstrated consistent operational strength by beating revenue and EPS estimates for four consecutive quarters. Strategic signals around... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Long MDB (MongoDB, Inc.) Despite reporting quarterly results that beat expectations, the database provider suffered from a broad and indiscriminate software sell-off. The acquisition of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Long MDB (MongoDB, Inc.) Strong subscription and Atlas cloud revenue growth drove third-quarter outperformance, shifting market perception of the company to an AI winner. The newly appointed... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Artisan Mid Cap Fund 2025 Q4 (MDB) MongoDB is a leading database software provider for modern, cloud-native applications that handle unstructured data. Its Atlas cloud... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | Carillon Eagle Mid Cap Growth Fund 2025 Q4 (MDB) MongoDB, a provider of data base software, reacted positively to strong earnings results, with both an acceleration in sales of its flagship Atlas cloud data base product as well as strength in sales to customers who use the on-premises version of the product. Investor sentiment also... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Next Century Growth Investors, LLCNCG Large Cap Growth Strategy | MongoDB, Inc. $MDB• NASDAQ | Application SoftwareSoftware | NCG Large Cap Growth Strategy 2025 Q3 (MDB) MongoDB was added as a new position during the quarter. The company offers... | 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.