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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 | Lauren C. Templeton, Scott PhillipsTempleton & Phillips Capital Management | Canadian National $CNI• NYSE | Ground TransportationGround Transportation | Long CNI (Canadian National) we purchased shares in Canadian National Railway (CNI), which we believe are too depressed in relation to its strategic positioning following the Iranian attack on Qatar's Ras Laffan LNG facility. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jake KeysAppalaches Capital, LLC | Canadian National $CNI• NYSE | Ground TransportationGround Transportation | Long CNI (Canadian National) We sold our shares in Canadian National following their poor outlook for the coming year. | 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.