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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | LindsayArisaig Asia Fund | Food RetailConsumer Staples Merchandise Retail | Long AMRT.JK (Sumber Alfaria) As Indonesia's leading convenience store giant, this company possesses unparalleled local scale and a highly defensive product mix. The business remains... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David BastianKingdom Capital Advisors | -- | Long AMRK (A-Mark Precious Metals) A-Mark is a highly undervalued bullion dealer that benefits from spikes in precious metals demand during periods of banking sector panic and market volatility. The company operates... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | -- | Long AMRK (A-Mark Precious Metals, Inc.) A-Mark supplies both online and local coin shop markets as one of the largest players in online coin brokerage through their JM Bullion, LPM, Silver Gold Bull, Goldline, etc. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | -- | Long AMRK (A-Mark Precious Metals, Inc.) As the world gets increasingly crazy, I believe that people will come to realize that ownership of precious metals, in physical form, as opposed to in a brokerage account, is part of being financially | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David BastianKingdom Capital Advisors | -- | Long AMRK (A-Mark Precious Metals, Inc.) A-Mark delivered strong quarterly profitability and successfully capitalized on banking crisis bullion demand spikes while introducing share buybacks. This shift is... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mohnish PabraiPabrai Wagons Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long AMR (Alpha Metallurgical Resources) Alpha Metallurgical Resources is part of a concentrated position in low-cost metallurgical coal companies. The manager targets... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Alex and DanUnison Asset Management | Amrize Ltd $AMRZ• NASDAQ | Construction MaterialsConstruction Materials | Long AMRZ (Amrize Ltd) Following the spin-off from Holcim, Amrize shares have lagged despite high-quality assets. U.S. housing softness... | BULL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | ACATIS Investment 2025 Q4 (AMR) The continued demand for bi- tuminous coal for global steel production secures a stable source of income for AMR. Efficient cost structures... | BULL | View Pitch → | |
| Feb 3, 2026 | Fund Letter | Alex and DanUnison Asset Management | Amrize Ltd $AMRZ• NASDAQ | Construction MaterialsConstruction Materials | Unison Asset Management 2025 Q4 (AMRZ) Following the spin-off from Holcim, Amrize shares have lagged despite high-quality assets. U.S. housing softness... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Andrew J. FlemingHeartland Value Plus Fund | Lamar Advertising Company $LAMR• NASDAQ | Equity Real Estate Investment Trusts (REITs)Equity Real Estate Investment Trusts (REITs) | Heartland Value Plus Fund 2025 Q4 (LAMR) One of the top contributors to our Strategy's performance in the quarter was Lamar Advertising (LAMR), the nation's leading out-of-home advertising company. LAMR, which operates... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Mark GiacopazziBestinfond | Amrize Ltd $AMRZ• NASDAQ | Construction MaterialsConstruction Materials | BESTINVER 2025 Q3 (AMRZ) Amrize is a building materials company that offers cement, aggregates, and solutions for roofing and insulation. Its business needs... | 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.