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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 | Ariel Investments, LLCAriel Focus Fund | -- | Long BYD (Boyd Gaming Corporation) Differentiated casino and entertainment operator Boyd Gaming Corporation (BYD) underperformed as weakness in Las Vegas tourism weighed on results. Lower hotel occupancy... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert WilsonBaillie Gifford -International Growth | BYD Company Limited $BYDDY• NASDAQ | AutomobilesAutomobiles | Long BYDDY (BYD Company Limited) On the positive side, many of our Chinese names have done very well. Pinduoduo [PDD], Wuxi... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jeremy KokemorRight Tail Capital | Automotive RetailSpecialty Retail | Short BYD.TO (Boyd Group Services Inc.) Boyd Group Services (BYD.TO; exited late 2024). I detailed Boyd... | BEAR | 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.