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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 | Ross GlotzbachLongleaf Partners Global Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Longleaf Partners Global Fund - CNX After contributing in the first quarter, natural gas company CNX Resources detracted in the second quarter. The company reported... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Longleaf Partners Small Cap Fund - CNX After contributing in the first quarter, natural gas company CNX Resources detracted in the second quarter. The company reported... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Longleaf Partners Fund - CNX After contributing in the first quarter, natural gas company CNX Resources detracted in the second quarter. The company reported... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | Concentrix $CNXC• NASDAQ | IT ServicesIT Services | FPA Queens Road Small Cap Value Fund - CNXC Concentrix (CNXC) is one of two top customer experience (CX) vendors globally. The company began... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long CNX (CNX Resources) CNX consistently produced solid operational results, maintaining a strong balance sheet and a highly hedged position. Low-cost structures and... | BULL | View Pitch → | |
| Jul 1, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long CNX (CNX Resources Corporation) CNX Resources ($CNX) is an independent natural gas exploration and production company operating in the Appalachian Basin, representing 6.1% of the portfolio. The manager maintains... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Partners Small Cap Strategy | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Riverwater Partners Small Cap Strategy 2025 Q4 (CNX) CNX Resources Corporation (CNX) was our top contributor for the quarter. Natural gas prices... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Longleaf Partners Fund 2025 Q3 (CNX) As the company's hedges mature, share repurchases continue and its Deep Utica resource potential becomes more apparent, the company should trade at a premium 10-15x FCF multiple. This, combined with... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Evan D. Fox | Pc Connection Inc - US $CNXN• NASDAQ | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Pzena Global Small Cap Focused Value strategy 2025 Q3 (CNXN) Concentrix underperformed as margin pressure continued, driven by weaker volumes from key clients amid tariff-related uncertainty. The firm continues... | BEAR | 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.