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 | ||
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Fund Letter | Jayme WigginsPalm Valley Capital Management | Avista Corporation $AVA• NYSE | -- | Long AVA (Avista Corporation) Toward the end of the quarter, we initiated small positions in Avista Corporation (ticker: AVA) and Smithfield Foods (ticker: SFD). Founded in 1889,... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Application SoftwareSoftware | Long DAVA (Endava plc) Endava (DAVA) is an IT services provider, which the market perceives as an AI loser. Since this industry... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | IndustrialsIndustrials | Long HAVAS.AS (Havas) Havas is a French company that spun out of Vivendi in December 2024. Overall, I see... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Select | IndustrialsIndustrials | Long BAVA.CO (Bavarian Nordic A/S) We have initiated a mid-sized position in Bavarian Nordic. This Danish vaccine... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Application SoftwareSoftware | Night Watch Investment Management 2025 Q4 (DAVA) Endava (DAVA) is an IT services provider, which the market perceives as an AI loser. Since this industry... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | AeroVironment Inc $AVAV• NASDAQ | Aerospace & DefenseAerospace & Defense | Carillon Eagle Small Cap Growth Fund 2025 Q2 (AVAV) AeroVironment is a defense technology provider of integrated capabilities across air, land, sea, space, and cyberspace. Following several quarters... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Mike LoebArgosy Investors | Application SoftwareSoftware | Argosy Investors 2025 Q3 (DAVA) Despite my better judgment, I purchased shares in Endava (DAVA) again based on a number of factors: 1) Endava operating margins are at trough levels, 5-10 percentage points below peers, despite being at parity in the past; 2) all-time low valuation <10x P/E without adjusting for the trough margins; 3) peak pessimism from the market about disruption from AI at the same time AI developments on the ground have actually slowed down, and 4) customer-specific delays at a major customer that have hampered growth relative to peers. There is a... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Lazard Asset Management LLCLazard Enhanced Opportunities Portfolio | AeroVironment Inc $AVAV• NASDAQ | Aerospace & DefenseAerospace & Defense | Lazard Enhanced Opportunities Portfolio 2025 Q3 (AVAV) The newly issued AeroVironment (AVAV) 0% convertible bond due 2030 was a top contributor, trading significantly above par following its debut. Strong investor demand... | 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.