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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 | Donny, Erwin, Nick, and the Lakehouse TeamLakehouse Small Companies Fund | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long CAT.AX (Catapult Group International Limited) Catapult hosted an investor day highlighting its pathway to scale annual contract revenue to $1 billion from $100 million. Growth will be... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Steve JohnsonForager Australian Shares Fund | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long CAT.AX (Catapult Group International Ltd) Catapult is expanding its sports analytics software reach across professional teams while steadily increasing annual contract values per team. Solid margin expansion... | 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.