Loading investment pitches...
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 | ||
|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | Arcutis Biotherapeutics $ARQT• NASDAQ | BiotechnologyBiotechnology | Baron Health Care Fund 2025 Q4 (ARQT) We bought shares of Arcutis Biotherapeutics, Inc., which sells Zoryve for autoimmune dermatologic conditions. Zoryve offers steroid-like... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | Arqit Quantum Inc - US $ARQQ• NASDAQ | Application SoftwareSoftware | Baron Health Care Fund 2025 Q4 (ARQQ) Arcellx, Inc. is developing cell therapies for multiple myeloma, including lead candidate anito-cel in partnership with Gilead. Anito-cel is a... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Charles P. MurphyLiberty Park Capital Management | Commercial Services & SuppliesCommercial Services & Supplies | Liberty Park Capital Management 2025 Q4 (ARQ) ARQ shares fell after third-quarter results disappointed. Ongoing delays in... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Tom Wetherald and Eddie ReillyMinot Light Capital Partners | Commercial Services & SuppliesCommercial Services & Supplies | Minot Light Capital Partners 2025 Q4 (ARQ) Two examples of what we would consider to be “gray area” losses that adversely affected us in 4Q25 were Arq (ARQ) and Lakeland Industries. ARQ suffered very... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Tom Wetherald and Eddie ReillyMinot Light Capital Partners | Commercial Services & SuppliesCommercial Services & Supplies | Minot Light Capital Partners 2025 Q3 (ARQ) Arq is one of the largest producers of activated carbons in the United States. Activated carbons are... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.