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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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Michael KramerMott Capital Management | Cboe Global Markets, Inc. $CBOE• NASDAQ | Investment Banking & BrokerageCapital Markets | Mott Capital Management - CBOE During the quarter, I bought shares of Intuit, ServiceNow, and Cboe Global Markets for the strategy. These are companies... | NEUTRAL | View Pitch → |
| Sep 1, 2026 | Fund Letter | Warren FisherManole Capital Management | Cboe Global Markets, Inc. $CBOE• NASDAQ | Investment Banking & BrokerageCapital Markets | Long CBOE (Cboe Global Markets, Inc.) Organizations such as CME Group, Intercontinental Exchange, Nasdaq, and CBOE Global Markets facilitate enormous amounts of trading activity. These companies have... | BULL | View Pitch → |
| Jul 1, 2026 | Fund Letter | Murray StahlHorizon Kinetics | Cboe Global Markets, Inc. $CBOE• NASDAQ | Investment Banking & BrokerageCapital Markets | Long CBOE (Cboe Global Markets, Inc.) Two of them - MIAX and CBOE - are substantially higher than they were 12 months ago and more than the S&P 500. Two of them... | 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.