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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 25, 2025 | Fund Letters | Open Insights Capital | OXY | Occidental Petroleum Corporation | Energy | Oil, Gas & Consumable Fuels | Bull | NYSE | carbon capture, CCUS, deleveraging, energy, Equity, Oil & Gas, synergies, Value | Login |
| Jan 25, 2025 | Substack | Praya Value | 778.HK | Fortune REIT | Other | - | Bear | NYSE | — | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | MEDP | Medpace Holdings, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, Clinical trials, Cro, drug development, FDA, founder-led, life sciences, political uncertainty | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | ALGN | Align Technology, Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | brand recognition, clear aligners, Consumer Preference, Healthcare Technology, Invisalign, market share, Orthodontics, R&D investment | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | KNSL | Kinsale Capital Group, Inc. | Financials | Property & Casualty Insurance | Bull | NYSE | Commercial Insurance, Expense Structure, founder-led, growth, market share, small business, specialty insurance, technology platform | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | FERG | Ferguson plc | Industrials | Trading Companies & Distributors | Bull | NYSE | Acquisitions, construction, Distribution, Fragmented Industry, Free Cash Flow, Market Power, Plumbing Supplies, Scale Advantages | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | FI | Fiserv, Inc. | Financials | Data Processing & Outsourced Services | Bull | NYSE | banking technology, Clover, compounding, cross-selling, double-digit growth, Fintech, payment processing, regional banks | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | IBP | Installed Building Products, Inc. | Industrials | Building Products | Bull | NYSE | Building Products, homebuilding, Housing Starts, Insulation, manufacturing, market share, Procurement, Scale Advantages, Subcontractor | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | AHT | Ashtead Group plc | Industrials | Trading Companies & Distributors | Bull | LSE | capital efficiency, construction, Cyclical, duopoly, Equipment Rental, Industrial Equipment, market share gains, Skilled Labor Shortage, US | Login |
| Jan 24, 2025 | Fund Letters | Giverny Capital Asset Management | MTB | M&T Bank Corporation | Financials | Regional Banks | Bull | NYSE | banking, capital deployment, Conservative, credit quality, financial services, market share, Overcapitalized, regional banks, Share Buybacks | Login |
| Jan 24, 2025 | Substack | Praya Value | 0026.HK | China Motor Bus | Real Estate | Property Development | Bull | Hong Kong Stock Exchange | activist investor, Argyle Street Management, asset liquidation, capital allocation, China Motor Bus, Headland Residences, Hong Kong, property development, real estate market, special dividends | Login |
| Jan 24, 2025 | Twitter / X | @NestBetter | HAI.TO | Haivision Systems Inc. | Information Technology | Electronic Equipment, Instruments & Components | Bull | Toronto Stock Exchange | Bespoke, Canada, Cleaner, Control Room, Exiting, Hai, Integrator, Partner Model | Login |
| Jan 24, 2025 | Substack | The Finance Corner | NTDOY | Nintendo Co., Ltd. | Communication Services | Electronic Gaming & Multimedia | Neutral | NYSE | — | Login |
| Jan 23, 2025 | Substack | Praya Value | 0062.HK | Transport International Holdings | Transportation | Public Transport | Bull | Hong Kong Stock Exchange | bus operations, cyclical earnings, franchising system, Hidden-Assets, Hong Kong transport, Octopus card, real estate redevelopment, related party transactions, Sun Hung Kai, Transport International Holdings | Login |
| Jan 23, 2025 | Twitter / X | @StevenH45332279 | DAC | Danaos Corporation | Industrials | Marine Shipping | Bull | New York Stock Exchange | Close, Coverage, Coverage Coverage, DAC, NAV, Ownership, Shares, Showed | Login |
| Jan 23, 2025 | Short Thesis | Spruce Point | ROAD | Construction Partners Inc | Industrials | Construction Materials | Bear | NASDAQ | Asphalt, Budgets, construction, infrastructure, Margins | Login |
| Jan 23, 2025 | Substack | Raging Bull Investments | RDI | Reading International | Communication Services | Entertainment | Bull | NASDAQ | — | Login |
| Jan 23, 2025 | Substack | Da Metropolitan | DTEA.V | DAVIDsTEA | Consumer Staples | Packaged Foods | Bull | TSX | — | Login |
| Jan 22, 2025 | Substack | Praya Value | 0014.HK | Hysan Development Company Limited | Real Estate | Property Development | Neutral | Hong Kong Stock Exchange | A-grade offices, capital allocation, Caroline Hill, Causeway Bay, Experiential Retail, Hong Kong real estate, Hysan Development, long-term investment, market volatility, retail and office spaces | Login |
| Jan 22, 2025 | Twitter / X | @Lord_of_Biotech | KROS | Keros Therapeutics | Health Care Services | Biotechnology | Bull | NASDAQ | Burn, Calculation, cash, Clinical, Deal, net cash, Takeda, While Strategic | 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