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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 | Andreas AaenSymmetry Invest | Air Freight & LogisticsAir Freight & Logistics | Long CTT.LS (CTT – Correios de Portugal, S.A.) CTT's core logistics and banking businesses delivered 38% EBIT growth in 2024, led by an 83% earnings surge in Express & Parcels. M&A catalysts including... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Steven WoodGreenWood Investors | Air Freight & LogisticsAir Freight & Logistics | Long CTT.LS (Correios de Portugal) Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. | BULL | View Pitch → | |
| Aug 15, 2026 | Fund Letter | Steven WoodGreenWood Investors | Air Freight & LogisticsAir Freight & Logistics | GreenWood Investors – CTT.LS Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. Unfortunately, European intere... | 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.