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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long 2308.TW (Delta Electronics) Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long 2308.TW (Delta Electronics) Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - International Growth | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long 2308.TW (Delta Electronics) Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs... | 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.