Investment Pitches
Explore 5,000+ curated investment pitches from leading investment funds and analysts - drawn from Fund letters, Seeking Alpha, VIC, Substacks, Short Reports and more. Generate new ideas or reinforce your research with concise insights from global experts.
Subscribe to receive expertly curated investment pitches straight to your inbox.
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2025 | Fund Letters | Xinyu Ru | PKE | Park Aerospace Corp. | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Budgets, Composites, Engines, Missiles | Login |
| Aug 27, 2025 | Fund Letters | Xinyu Ru | NVDA | NVIDIA Corporation | Information Technology | Semiconductors | Bull | NASDAQ | Datacentres, energy, materials, semiconductors, Supercapacitors | Login |
| Aug 27, 2025 | Fund Letters | Xinyu Ru | VH2 GR | Friedrich Vorwerk Group SE | Industrials | Construction & Engineering | Bull | - | growth, Hydrogen, infrastructure, Pipelines, spending | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | KVUE | Kenvue Inc. | Consumer Staples | Personal Care Products | Bull | NYSE | brands, consumer, Currency, inflation, profitability, resilience | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | AMAT | Applied Materials, Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | China, DRAM, Foundry, Margins, Nand, Packaging, semiconductors | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, backlog, CapEx, cloud, Databases, infrastructure, Software | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | NMRK | Newmark Group, Inc. | Real Estate | Real Estate Services | Bull | NASDAQ | cashflow, Governance, Real Estate, recovery, services | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | NSC | Norfolk Southern Corporation | Industrials | Railroads | Bull | NYSE | efficiency, Intermodal, Margins, Psr, railroads | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | COP | ConocoPhillips | Energy | Oil & Gas Exploration & Production | Bull | NYSE | buybacks, CapEx, dividends, FCF, oil | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | PPG | PPG Industries, Inc. | Materials | Specialty Chemicals | Bull | NYSE | Aerospace, Coatings, Costcontrol, Pricing, recovery | Login |
| Aug 27, 2025 | Fund Letters | James Cullen | PCAR | Paccar Inc. | Industrials | Machinery | Bull | NASDAQ | aftermarket, Margins, Powertrains, trucks, valuation | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | CVNA | Carvana Co. | Consumer Discretionary | Automotive Retail | Bull | NYSE | Auto, ecommerce, growth, Margins, restructuring | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | VST | Vistra Corp. | Utilities | Independent Power Producers & Energy Traders | Bull | NYSE | AI, Capacity, Electricity, Power, Pricing | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | MELI | MercadoLibre, Inc. | Consumer Discretionary | Broadline Retail | Bull | NASDAQ | ADS, ecommerce, Fintech, ROIC, scale | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | TW | Tradeweb Markets Inc. | Financials | Financial Exchanges & Data | Bear | NASDAQ | Execution, Expectations, Liquidity, valuation, Volumes | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | AXON | Axon Enterprise, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | growth, Margins, Publicsafety, Software, Subscriptions | Login |
| Aug 27, 2025 | Fund Letters | Brian Angerame | PLTR | Palantir Technologies Inc. | Information Technology | Systems Software | Bear | NYSE | Adoption, AI, Sentiment, valuation, Volatility | Login |
| Aug 27, 2025 | Value Investors Club | mahagany | 1571.HK | Xin Point Holdings | Consumer Discretionary | Auto Components / Interior Trim & Decorative Parts | Bull | Hong Kong Stock Exchange | Automotive interiors, dividend yield, high-ROIC, Manufacturing efficiency, Nearshoring, Tariff mitigation | Login |
| Aug 27, 2025 | Value Investors Club | Laksa | ASAN | Asana Inc. | Information Technology | Application Software / Work Management & Collaboration | Bear | NYSE | Agentic AI, AI disruption, Competitive pressure, margin compression, SaaS short, Work management | Login |
| Aug 27, 2025 | Value Investors Club | Houdini | DV | DoubleVerify | Information Technology | Advertising & Marketing / Ad Verification & Analytics | Bull | NYSE | Ad verification, Adtech duopoly, AI tailwinds, Brand safety, digital advertising, Growth compounder | Login |
Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service