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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 | Ross GlotzbachLongleaf Partners Global Fund | Albertsons Companies $ACI• NYSE | Consumer Staples Merchandise RetailConsumer Staples Merchandise Retail | Longleaf Partners Global Fund - ACI Supermarket operator Albertsons was a detractor in the quarter. While current comparable... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Albertsons Companies $ACI• NYSE | Consumer Staples Merchandise RetailConsumer Staples Merchandise Retail | Longleaf Partners Fund - ACI Supermarket operator Albertsons was a detractor in the quarter. While current comparable... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | ArrowMark PartnersMeridian Contrarian Fund | CACI International $CACI• NASDAQ | IT ServicesIT Services | Meridian Contrarian Fund - CACI CACI International, Inc. is an IT consultant and provider of mission-critical technology to the U.S. Government and its agencies, which account for nearly 95% of its sales. CACI plays a... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Andreas AaenSymmetry Invest | Property & Casualty InsuranceInsurance | Long ACIC (American Coastal Insurance Corporation) American Coastal Insurance has proven its underwriting resilience by staying profitable even through major events like Hurricane Milton. The company trades... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Cap | ACI Worldwide $ACIW• NASDAQ | Application SoftwareSoftware | The London Company Small Cap 2025 Q2 (ACIW) ACI Worldwide, Inc. (ACIW) – ACIW was a bottom performer due to investor disappointment over unchanged guidance, despite robust results. The company's stable... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brian CampbellThe London Company SMID Cap | ACI Worldwide $ACIW• NASDAQ | Application SoftwareSoftware | The London Company SMID Cap 2025 Q3 (ACIW) ACIW's core payments software enables banks, processors, networks, fintechs, and retailers to handle payments regardless of the channel. ACIW doesn't move... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Albertsons Companies $ACI• NYSE | Consumer Staples Merchandise RetailConsumer Staples Merchandise Retail | Longleaf Partners Fund 2025 Q3 (ACI) We wrote about supermarket operator Albertsons earlier this year as a contributor in tougher stock market times. We took some... | 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.