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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Samer HakouraAlphyn Capital Management | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Long BUR (Burford Capital) Burford's stock has been depressed due to ongoing legal delays surrounding the collection of its $16 billion judgment against Argentina. While the final... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Thomas Küpfer (CIO), Moritz Solèr (CEO)Lloyd Capital | Investment Banking & BrokerageCapital Markets | Long BUR.L (Burford Capital) On March 27th, near the end of the quarter, the Second Circuit Court of Appeals reversed the district court's $16.1 billion award in the YPF cases. Burford's stock was... | BULL | View Pitch → | |
| Jan 30, 2026 | Fund Letter | Mordechai YavnehFocus Capital Management | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Focus Capital Management 2025 Q4 (BUR) Burford Capital is a global litigation finance company that funds commercial lawsuits in exchange for a portion of proceeds. In 2025, core... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Greg DeanLangdon Global Smaller Companies | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Highwood Value Partners 2025 Q4 (BUR LN) Burford Capital is our UK listed global market leader in litigation finance. The company makes... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Greg DeanLangdon Global Smaller Companies | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Langdon Global Smaller Companies 2025 Q4 (BUR LN) Burford was one of the portfolio's most challenging holdings in 2025, down about 28%. The stock detracted,... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Andreas AaenSymmetry Invest | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Highwood Value Partners 2025 Q2 (BUR LN) Burford Capital is our UK listed global market leader in litigation finance. The company makes... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Greenhaven Road Capital 2025 Q2 (BUR) Burford ended the quarter with a market capitalization of approximately $2.5B while having the rights to multiple $1B+ potential judgements including Sundance Resources, Sysco food price fixing claims, and most importantly the YPF Argentina case. The aggrieved YPF... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Samer HakouraAlphyn Capital Management | Burford Capital $BUR• NYSE | Investment Banking & BrokerageCapital Markets | Alphyn Capital Management 2025 Q3 (BUR) Burford's share price performance remains dominated by the $16 billion YPF judgment against Argentina. In July, US... | 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.