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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 | Ned BellBell Global Equities Fund | Application SoftwareSoftware | Bell Global Equities Fund - CDNS On the other side of the ledger, our holding in Cadence Design Systems, the US computational software company, was the sole exit during June, crystallising strong gains following our early-2026 purchase. The position was... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Anthony BaillyRothschild & Co LongRun Equity Fund | Application SoftwareSoftware | Long CDNS (Cadence Design Systems, Inc.) Cadence is pitched as a mission-critical provider of Electronic Design Automation software and hardware. The company boasts... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Application SoftwareSoftware | Long CDNS (Cadence Design Systems, Inc.) Cadence Design Systems is a leading player in the stable electronic design automation software duopoly, which is crucial for complex chip designs. The company's integration... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Anthony BaillyRothschild & Co LongRun Equity Fund | Application SoftwareSoftware | Long CDNS (Cadence Design Systems) Cadence is a dominant provider of mission-critical electronic design automation software with a high proportion of recurring subscription revenues. The manager views... | 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.