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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 | Larry and DavidEquity Management Associates | Aris Water Solutions $ARIS• NASDAQ | Metals & MiningMetals & Mining | Equity Management Associates - ARIS Aris is an emerging mid-tier producer with two operating mines in Colombia (Marmato and Segovia) and two large development projects, one in Colombia and one in Guyana. In 2025, they... | NEUTRAL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Desmond KingsfordHighwood Value Partners | -- | Long PARIS STOCK EXCHANGE-BOLT (Bolloré and Compagnie de l'Odet) Bolloré and Compagnie de l'Odet are the Paris listed mid-cap holding companies controlled by Vincent Bolloré and family. We acquired our... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Micro Opportunities Strategy | Aris Water Solutions $ARIS• NASDAQ | Metals & MiningMetals & Mining | Riverwater Micro Opportunities Strategy 2025 Q2 (ARIS) Aris Water Solutions (ARIS) underperformed during the second quarter of 2025 due to a combination of company-specific and macroeconomic headwinds. Management modestly reduced... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | Aris Water Solutions $ARIS• NASDAQ | Metals & MiningMetals & Mining | Carillon Eagle Small Cap Growth Fund 2025 Q2 (ARIS) Aris Water Solutions provides water infrastructure and solutions for the oil and gas industry within the Delaware subbasin of the Permian Basin in West Texas and southeastern New Mexico. The shares declined... | BEAR | View Pitch → |
| Dec 3, 2025 | Fund Letter | Jason WhiteArtisan Global Discovery | Aris Water Solutions $ARIS• NASDAQ | Metals & MiningMetals & Mining | Artisan Global Discovery 2025 Q2 (ARIS) Among our top detractors were Aris Water Solutions, Saia and Gerresheimer. Aris offers full-cycle... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Investment CommitteeTweedy, Browne Worldwide High Dividend | Safran S.A. $EURONEXT PARIS-SWAN• NASDAQ | -- | Long EURONEXT PARIS-SWAN (Safran S.A.) Safran was a top contributor as the aerospace sector continued to recover from pandemic lows. The company benefited... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Investment CommitteeTweedy, Browne Worldwide High Dividend | Rubis SCA $EURONEXT PARIS-TIRX• NASDAQ | -- | Long EURONEXT PARIS-TIRX (Rubis SCA) Rubis contributed positively to fund performance, driven by stable cash flows and improved investor sentiment following management's reiteration of its dividend growth policy. Its defensive business... | 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.