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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 | Mike PoggiBrown Advisors Global Leaders Strategy | Application SoftwareSoftware | Brown Advisors Global Leaders Strategy - ADSK Our investments across software and cloud-service providers were weak, including Microsoft, Autodesk and Workday. We exited Autodesk... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Howard GleicherAristotle Value Equity Fund | Application SoftwareSoftware | Aristotle Value Equity Fund - ADSK Headquartered in Northern California and founded in 1982, Autodesk produces software that allows companies to design and model their products and/or projects. The company is... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Arne AlsinNightview Capital | Application SoftwareSoftware | Long ADSK (Autodesk) Autodesk is the kind of business that gets less credit than it deserves because it is not flashy. It makes software... | 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.