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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 | Zack BuckleyBuckley Capital | Celsius Holdings, Inc. $CELH• NASDAQ | BeveragesBeverages | Buckley Capital - CELH Celsius is a new position for us. We are attracted... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Ryan ReevesInfuse Partners | Celsius Holdings, Inc. $CELH• NASDAQ | BeveragesBeverages | Short CELH (Celsius Holdings, Inc.) The fund liquidated its position in Celsius during the year due to valuation concerns. The exit generated... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mike LoebArgosy Investors | Celsius Holdings, Inc. $CELH• NASDAQ | BeveragesBeverages | Long CELH (Celsius Holdings) Celsius Holdings experienced a short-term inventory overhang with distributor Pepsi, causing its stock price to drop below $30 from its $90 peak and creating a compelling entry point. The acquisition of... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | David PolanskyImmersion Investment Partners | Celsius Holdings, Inc. $CELH• NASDAQ | BeveragesBeverages | Immersion Investment Partners 2025 Q3 (CELH) Celsius Holdings (CELH – Doubted Champion) announced an expanded partnership with PepsiCo in August 2025. As part of... | 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.