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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 | Alpha Wealth Funds The Insiders Fund | Cencora, Inc. $COR• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Alpha Wealth Funds The Insiders Fund - COR Cencora, formerly known as AmerisourceBergen, is a top-tier global pharmaceutical solutions leader and a top 10 Fortune 500 company. Generating over $300... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Application SoftwareSoftware | TimesSquare Capital Management U.S. Mid Cap Growth Strategy - PCOR Procore Technologies, Inc. (PCOR), a provider of cloud-based construction management software, was a bottom contributor during the second quarter. Procore's first-quarter results... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Wasatch Long Short Alpha Fund | Application SoftwareSoftware | Wasatch Long Short Alpha Fund - PCOR Another detractor was Procore Technologies, Inc. (PCOR), a software company that manages construction projects. Many software stocks... | BEAR | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ryan SnowWasatch Small Cap Growth Strategy | Application SoftwareSoftware | Wasatch Small Cap Growth Strategy - PCOR Another detractor was Procore Technologies, Inc. (PCOR), a software company that manages construction projects. Many software stocks... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mick Rasmussen, Derrick Tzau, Stuart RigbyWasatch Global Select Strategy | Application SoftwareSoftware | Wasatch Global Select Strategy - PCOR The largest detractor from strategy performance was Procore Technologies, Inc. (PCOR), a software company that manages construction projects. Many software stocks... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | James A. RobillardSpyglass Growth Strategy | Application SoftwareSoftware | Spyglass Growth Strategy - PCOR Procore Technologies, Inc. (PCOR), a provider of cloud-based construction management software, was a bottom contributor during the second quarter. Procore's first-quarter results... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Western & Southern Financial Group / Touchstone InvestmentsTouchstone Balanced Fund | Cencora, Inc. $COR• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Touchstone Balanced Fund - COR Equity changes included exiting SS&C Technologies Holdings, Inc. (Industrials sector) and Goldman Sachs Group, Inc. (Financials sector) while initiating positions in QXO, Inc. (Industrials sector), SAP SE (IT sector), Blackstone, Inc. (Financials sector), and Cencora, Inc. (Health Care sector). | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Christopher E. HillaryProsper Stars & Stripes | Application SoftwareSoftware | Prosper Stars & Stripes - PCOR Procore Technologies (PCOR) was the largest detractor from our long book during the second quarter. Procore sells cloud-based... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Application SoftwareSoftware | Long PCOR (Procore Technologies, Inc.) Procore beat expectations but experienced share price declines due to the broader software sector selloff. The manager asserts... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | John Brown, Drew JustmanMadison Dividend Income Fund | Application SoftwareSoftware | Long PCOR (Procore) We initiated a new position in the construction management software company Procore Technologies (~$9B market cap). | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Application SoftwareSoftware | Long PCOR (Procore Technologies, Inc.) The construction management software serves as the vital system of record holding the deep real-world project context that general AI models cannot replicate. This enables autonomous... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Wasatch Long Short Alpha Fund | Application SoftwareSoftware | Long PCOR (Procore Technologies, Inc.) The construction management software provider experienced a decline due to generalized market fears regarding AI disruption. The manager believes... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Portfolio Manager1290 Essex Small Cap Growth Fund | Application SoftwareSoftware | Long PCOR (Procore Technologies, Inc.) Procore Technologies experienced a sell-off driven by market anxieties regarding AI disruption in the software sector. The managers argue... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | Application SoftwareSoftware | Long PCOR (Procore Technologies, Inc.) The manager argues that Procore's competitive advantage lies in its vast network of contractors and unique proprietary datasets rather than simple software code. They believe this... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Kevin M. Rendino180 Degree Capital Corp | comScore, Inc. $SCOR• NASDAQ | Application SoftwareSoftware | Long SCOR (comScore, Inc.) Despite strong underlying business improvement and significant EBITDA growth, comScore's share price has suffered due to corporate governance flaws and capital structure issues. The fund has... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Freddie LaitLatitude Global Fund | Cencora, Inc. $COR• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Latitude Global Fund - COR In May, Cencora reported earnings. | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Patrick O'BrienJackson Peak Capital LLC | Core Scientific, Inc. $CORZ• NASDAQ | Application SoftwareSoftware | Long CORZ (Core Scientific, Inc.) We re-engaged with CORZ during Q1 after exiting in Q4, as the stock retraced to attractive levels just as we were looking to add to the AI infrastructure theme. | BULL | View Pitch → |
| Jan 30, 2026 | Fund Letter | abrdn Inc.abrdn U.S. Small Cap Equity Fund | Corcept Therapeutics $CORT• NASDAQ | BiotechnologyBiotechnology | abrdn U.S. Small Cap Equity Fund 2025 Q4 (CORT) At the stock level, Corcept Therapeutics detracted from performance. The company's shares... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Ned Bell, Joel Connell, Matt SaddingtonBell Global Emerging Companies Fund | Cencora, Inc. $COR• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Bell Global Emerging Companies Fund 2025 Q4 (COR) Other laggards included Cencora (Health Care). The stock detracted... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brandon BeyloMacro ops | Core Scientific, Inc. $CORZ• NASDAQ | Application SoftwareSoftware | Macro Ops 2025 Q3 (CORZ) Core Scientific operates one of the largest digital mining infrastructures in North America, offering self-mining and HPC hosting services. Post-bankruptcy restructuring has... | 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.