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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 15, 2026 | Fund Letter | Drikus CombrinckCapicraft Investment Partners | Bunge Global SA $BG• NYSE | -- | Long BG (Bunge Global SA) Bunge is one example in our portfolios. Its global network... | BULL | View Pitch → |
| Oct 12, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing | Mobility Global $MBGL• NASDAQ | Application SoftwareSoftware | Long MBGL (Mobility Global) I mentioned Mobility Global last quarter, briefly, as a spin-off from S&P Global. We indeed did... | BULL | View Pitch → |
| Oct 6, 2026 | Fund Letter | David BastianKingdom Capital Advisors KCA Value Composite | -- | Long BBGI (Beasley Broadcast Group, Inc.) Our other main source of decline was BBGI, which declined significantly in the same timeframe. My thesis was... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Pzena Investment Management, LLCPzena International Value ADR strategy | Corebridge Financial $CRBG• NASDAQ | Asset Management & Custody BanksCapital Markets | Pzena International Value ADR strategy - CRBG After underperforming in 2023, U.S. life insurance stocks staged a powerful rebound in 2024. In early 2026,... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Marc-Lennart BraeutigamHertford Capital | Sidetrade SA $ALBGD.PA• EURONEXT | -- | Long ALBGD.PA (Sidetrade SA) Sidetrade SA has taken a decisive step forward in enterprise finance with the launch of the world's first autonomous AI Cash Collection Agent. This isn't incremental... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Evan D. Fox | Corebridge Financial $CRBG• NASDAQ | Asset Management & Custody BanksCapital Markets | Long CRBG (Corebridge Financial) As private credit concerns proliferated, two of our holdings, Corebridge Financial and Equitable Holdings, sold off in concert with alternative asset managers despite having very different business models. Shortly thereafter in... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jonathan ReichekBrasada Focused Equity Strategy | Schneider Electric $SBGSF• NASDAQ | -- | Long SBGSF (Schneider Electric) Schneider Electric's 25.5% rise boosted performance by 62 bps. The company provides... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David BastianKingdom Capital Advisors KCA Value Composite | -- | Kingdom Capital Advisors - BBGI Q2 brought a new milestone for Kingdom Capital, as it was the first time we filed with the SEC to disclose a 5% position in a single class of stock: June 8th, we disclosed a 7.2% position in Beasley Broadcasting (BBGI) Class A shares. While in Vegas... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mohnish PabraiPabrai Wagons Fund | Other Specialty RetailSpecialty Retail | Long ABG (Asbury Automotive Group) The Wagons Fund has a position in a handful of U.S. car dealerships. Traditional car dealerships... | BULL | View Pitch → | |
| Aug 19, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | B&G Foods, Inc. $BGS• NYSE | -- | B&G Foods, Inc. B&G Foods, Inc. is currently undervalued, with its stock price reflecting a pessimistic outlook that does not account for its potential turnaround. The company's recent... | BULL | View Pitch → |
| Aug 17, 2026 | Substack | scalpavelliSubstack (scalpavelli) | Consumer StaplesConsumer Staples | Sunday Market Prep (#18)Carlsberg – CABGY Carlsberg is a Danish brewer trading at ~13x 2027 earnings consensus. The company is... | NEUTRAL | View Pitch → | |
| Jan 29, 2026 | Fund Letter | Ken Squire13D Activist Fund | Other Specialty RetailSpecialty Retail | Baron Emerging Markets Fund 2025 Q4 (ABG SJ) We initiated a position in Absa Group Limited as we believe South African banks are at the cusp of a favorable banking cycle. Loan growth is... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Ken Squire13D Activist Fund | Other Specialty RetailSpecialty Retail | Allspring Emerging Markets Equity Advantage Fund 2025 Q4 (ABG SJ) Absa Group Ltd., one of the leading financial services companies that operates in South Africa and the rest of Africa, was a top contributor after the latest voluntary trading update for fiscal-year 2025 indicated solid earnings progression, meeting to slightly exceeding analyst expectations. Furthermore, the company... | 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.