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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 | Daniel ShvartsmanMiddle Coast Investing LLC | IT ServicesIT Services | Middle Coast Investing - CDW CDW Corporation is a tech distributor - instead of buying from Apple, Amazon, or HP directly, you might work through CDW for IP support along with the right array of hardware and software. CDW is in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | IT ServicesIT Services | L1 Capital International Fund - CDW CDW is a leading provider of products and solutions in the information technology (IT) industry in North America and the U.K. It acts as a value-added reseller for many of the leading IT businesses. Management is executing... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David SteinthalPlatinum International Fund | IT ServicesIT Services | Platinum International Fund - CDW CDW is a leading provider in the information technology (IT) industry in North America and the UK. It is a... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Pzena Investment Management, LLCPzena International Value ADR strategy | IT ServicesIT Services | Pzena International Value ADR strategy - CDW We initiated a position in market-leading IT distributor CDW Corp., at approximately 7x our estimate of the company's normal earnings. Historically focused on... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Evan D. Fox | IT ServicesIT Services | Long CDW (CDW Corporation) CDW is undergoing a strategic shift from pure hardware sales to higher-margin software and IT services, which compressed margins temporarily but created an attractive entry point. Its unmatched scale... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mike LoebArgosy Investors | IT ServicesIT Services | Long CDW (CDW Corporation) The manager bought more shares of CDW, viewing it as a best-in-class IT reseller trading at an attractive 11x free cash flow. Although margin pressures... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Matthew BerryAoris International Fund | IT ServicesIT Services | Short CDW (CDW Corp.) CDW's pandemic-era growth masked a structural vulnerability caused by its heavy exposure to physical hardware sales. As customer demands... | BEAR | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Rich Eisinger, Haruki Toyama, Joe MaginotMadison Investors Fund | IT ServicesIT Services | Madison Investors Fund 2025 Q2 (CDW) CDW's shares fell in response to the proposed tariffs, which if implemented, could lead to higher IT hardware prices and have an impact on near-term demand trends. However, as a... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | IT ServicesIT Services | Cooper Investors Global Equities Fund (Unhedged) 2025 Q2 (CDW) CDW is the largest IT reseller in North America. It effectively serves... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Weitz Investment Management, Inc.Weitz Multi Cap Equity Fund | IT ServicesIT Services | Weitz Multi Cap Equity Fund 2025 Q3 (CDW) Naturally, as investors seek out winners, they're quick to jettison companies they fear may be come “AI Victims”, too. No doubt, this... | 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.