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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 | Tucker BrownSGA - International Growth | Disco Corp $6146.T• TYO | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA International Growth - 6146.T We initiated a position in Disco, the leading provider of cutting, grinding, and thinning (Kiru, Kezuru, Migaku, 'KKM') equipment used in semiconductor manufacturing, where it commands approximately 70-80% market share. Disco's technologies are... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Disco Corp $6146.T• TYO | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | SGA Emerging Markets Growth - 6146.T We initiated a position in Disco, the leading provider of cutting, grinding, and thinning (Kiru, Kezuru, Migaku, 'KKM') equipment used in semiconductor manufacturing, where it commands approximately 70-80% market share. Disco's technologies are... | NEUTRAL | 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.