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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 | 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 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 | Mark GiacopazziBESTINVER | 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.