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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 | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Affirm Holdings, Inc. $AFRM• NASDAQ | Consumer FinanceConsumer Finance | TimesSquare Capital Management U.S. Mid Cap Growth Strategy - AFRM Affirm Holdings, Inc. (AFRM), a financial technology company, was a top contributor during the second quarter. Affirm reported quarterly... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | James A. RobillardSpyglass Growth Strategy | Affirm Holdings, Inc. $AFRM• NASDAQ | Consumer FinanceConsumer Finance | Spyglass Growth Strategy - AFRM Affirm Holdings, Inc. (AFRM), a financial technology company, was a top contributor during the second quarter. Affirm reported quarterly... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Affirm Holdings, Inc. $AFRM• NASDAQ | Consumer FinanceConsumer Finance | Long AFRM (Affirm Holdings, Inc.) Affirm Holdings, Inc. (AFRM), a financial technology company, was a top contributor during the second quarter. Affirm reported quarterly... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Affirm Holdings, Inc. $AFRM• NASDAQ | Consumer FinanceConsumer Finance | Long AFRM (Affirm Holdings, Inc.) Affirm Holdings, Inc. (AFRM), a financial technology company, was a top contributor during the second quarter. The stock price... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Affirm Holdings, Inc. $AFRM• NASDAQ | Consumer FinanceConsumer Finance | Long AFRM (Affirm Holdings, Inc.) Affirm Holdings, Inc. (AFRM), a financial technology company, was a bottom contributor during the first quarter. Although the Company... | BULL | View Pitch → |
| Jul 31, 2026 | Fund Letter | Jordan McNameeOptimist Fund | Affirm Holdings, Inc. $AFRM• NASDAQ | Consumer FinanceConsumer Finance | Optimist Fund - AFRM A newer position we added to significantly during the Q1 correction. Before I really... | 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.