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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 | ||
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | Fund Letter | Daniel S. LoebThird Point Partners | Construction & EngineeringConstruction & Engineering | Long APG (APi Group Corporation) APi Group provides fire protection, electronic security, elevator, and specialty infrastructure services. The business is... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Dan RollerMaran Capital Management | Construction & EngineeringConstruction & Engineering | Long APG (APi Group Corporation) APi Group is a fire safety and elevator service company that we have owned since 2020. It has frequently... | BULL | View Pitch → | |
| Sep 30, 2026 | Fund Letter | Jonathan WellumROCKLINC Partners Fund | Construction & EngineeringConstruction & Engineering | Long APG (APi Group Corporation) Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Adam WilkGreystone Capital | Construction & EngineeringConstruction & Engineering | Greystone Capital - APG APi Group revealed what can happen when a business operates without a clean label. Investors struggled with... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Construction & EngineeringConstruction & Engineering | Long APG (APi Group Corporation) APi Group Corporation (APG), a provider of safety and specialty services, was a top contributor during the second quarter. APi Group reported... | BULL | View Pitch → | |
| Feb 27, 2026 | Fund Letter | Michael W. CookSouthernSun SMID Cap | Construction & EngineeringConstruction & Engineering | SouthernSun SMID Cap 2025 Q4 (APG) APi Group Corp. (APG), a leading provider of fire and life safety, security, elevator and escalator, and specialty services, was a top contributor in the SMID Cap strategy this quarter. APG delivered record... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Adam WilkGreystone Capital | Construction & EngineeringConstruction & Engineering | Greystone Capital 2025 Q4 (APG) APi Group continues to execute as a steady, high-quality business operating in mission-critical fire and life-safety services. 2025 was another... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Construction & EngineeringConstruction & Engineering | The Bristlemoon Global Fund 2025 Q2 (APG) APi Group (APG) is a leader in fire and life safety services. The company focuses... | BULL | View Pitch → | ||
| Jan 8, 2026 | Fund Letter | Michael W. CookSouthernSun SMID Cap | Construction & EngineeringConstruction & Engineering | SouthernSun SMID Cap 2025 Q2 (APG) APi Group Corporation (APG), a leading provider of fire and life safety, security, elevator and escalator, and specialty services, was the top contributor in the SMID Cap strategy this quarter. The core Safety... | BULL | View Pitch → | |
| Dec 6, 2025 | Fund Letter | Adam WilkGreystone Capital | Construction & EngineeringConstruction & Engineering | Greystone Capital 2025 Q2 (APG) APG was our second largest position and ended Q2 as our third-largest contributor contributing about 2.7% to overall returns during the quarter. The company reported... | BULL | View Pitch → | |
| Dec 6, 2025 | Fund Letter | Steve JohnsonForager International Shares Fund | Construction & EngineeringConstruction & Engineering | Forager International Shares Fund 2025 Q2 (APG) TKO Group (NYSE:TKO) and APi Group (NYSE:APG) added 1.2% and 1.1%, respectively. TKO, the parent... | 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.