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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 | William A. AckmanPershing Square Holdings | Application SoftwareSoftware | Pershing Square Holdings - UBER Uber's share price was down 12% year-to-date as of June 30, 2026. Broad investor concern... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Harry Qelm Baabsman | Application SoftwareSoftware | Harry Qelm Baabsman - UBER Uber is a massive transportation business with annual sales over $53 billion dollar, that keeps surprising with solid double-digit growth. It commands a... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Wolf of Harcourt StreetThe Wolf of Harcourt Street | Application SoftwareSoftware | Long UBER (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... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | Application SoftwareSoftware | Fundsmith Equity Fund - UBER Uber operates a platform that connects users with ride-hailing and food-delivery drivers. | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | Application SoftwareSoftware | Long UBER (Uber Technologies) Uber is the undisputed global leader in ride-hailing and holds top positions in food delivery. After being one... | BULL | View Pitch → | |
| Aug 11, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Application SoftwareSoftware | Uber Technologies, Inc. Uber Technologies reported earnings with a slight beat on non-GAAP EPS, despite missing on the top line. The company is... | BULL | View Pitch → | |
| Aug 9, 2026 | Substack | rijnberkinvestinsightsSubstack (rijnberkinvestinsights) | Application SoftwareSoftware | Uber – A Terrific Business But a Terrible StockUber Technologies, Inc. – UBER Uber reported strong Q2 2026 results, with gross bookings up 22% YoY and revenue growth of 19% on a comparable basis. Despite a 6%... | BULL | View Pitch → | |
| Apr 26, 2026 | Substack | Pacific Northwest Edge | Application SoftwareSoftware | Uber Technologies (UBER) The analyst debuts the theory that AVs will displace Uber. Due to lumpy... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | William A. AckmanPershing Square Holdings | Application SoftwareSoftware | Pershing Square Holdings 2025 Q4 (UBER) High-quality business positioned for continued rapid earnings growth trading at a compelling valuation on misplaced industry concerns Near term results are exceptionally strong and accelerating Industry developments consistent with our “partnership” investment thesis Medium-term outlook positions UBER for continued teens-plus bookings growth and 30%+ growth in earnings-per-share High rate of growth incorporates planned autonomous vehicle (AV) investments Newly issued non-GAAP earnings disclosure highlights how inexpensive UBER remains at only 21x NTM earnings UBER targeting commercial AV operations in 10+ cities by the end of 2026 UBER x Waymo driving best-in-class asset utilization; future expansion likely Nvidia's recently launched open-source Alpamayo AV model accelerates development lead-times and broadens access to AV technology Tesla FSD still under development; potential for future win-win partnerships remain Bookings increased 19% in 2025 with accelerating momentum; new all-time highs on users, engagement, and trip growth Pre-tax operating profit grew 50% with strong operating leverage BSD Analysis: Uber enters 2026 with an industry-leading operating margin of over 9 percent, reflecting superior platform efficiency and a successfully scaled global network. While the stock... | BULL | View Pitch → | |
| Feb 3, 2026 | Fund Letter | Howard GleicherAristotle Value Equity Fund | Application SoftwareSoftware | Aristotle Value Equity Fund 2025 Q4 (UBER) Uber, a leading rideshare, delivery and shipping technology platform, was one of the largest detractors during the period. Trip volumes reached... | BULL | View Pitch → | |
| Feb 3, 2026 | Substack | Substack | Application SoftwareSoftware | Uber Technologies, Inc. (UBER) - Manu Invests @ManuInvests responds to a circulating critique that Uber's cash generation is overstated because insurance reserves and stock-based compensation inflate reported free cash flow. He agrees that... | BULL | View Pitch → | |
| Feb 3, 2026 | Substack | Substack | Application SoftwareSoftware | Uber Technologies, Inc. (UBER) - CapexAndChill @CapexAndChill argues that fears of autonomous vehicles (especially Tesla's) displacing Uber are misplaced and that Uber's strengths lie in its network effects and ecosystem. The core of... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Brown Advisory LLCBrown Advisory Large-Cap Growth Strategy | Application SoftwareSoftware | Brown Advisory Large-Cap Growth Strategy 2025 Q4 (UBER) Uber delivered one of its strongest growth years, with mobility trips up 21% year-over-year and engagement reaching record highs. Bookings accelerated across... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Tectonic Investors | Application SoftwareSoftware | Tectonic Investors 2025 Q4 (UBER) Uber is a prime example of a company exceptionally well positioned to benefit from the fleet-based, service-oriented platforms being built in the modern robotics landscape. Uber already owns... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Wolf of Harcourt StreetThe Wolf of Harcourt Street | Application SoftwareSoftware | The Wolf of Harcourt Street 2025 Q4 (UBER) I went a step further with Uber and added to my position for the third consecutive month. For much of... | BULL | View Pitch → | |
| Jan 24, 2026 | Fund Letter | David SteinthalPlatinum International Fund | Application SoftwareSoftware | Platinum International Fund 2025 Q4 (UBER) We would call Uber a 'battleground' company. It's clearly the... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | Application SoftwareSoftware | Hardman Johnston Global Equity 2025 Q4 (UBER) Uber Technologies, Inc. stock saw 4Q volatility after strong YTD gains; despite solid bookings, improving profitability, and strong free cash flow, the shares traded largely on Autonomous-Vehicle-related narrative rather than fundamentals. The stock sold... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | Application SoftwareSoftware | L1 Capital International Fund 2025 Q4 (UBER) Uber is a 'battleground' company. Uber is clearly... | 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.