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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 8, 2026 | Fund Letter | Scott KlarquistSeven Corners Capital Management, LLC | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long SD (SandRidge Energy, Inc.) SandRidge Energy ($SD) is an independent oil and natural gas exploration and production company operating primarily in the Mid-Continent region of the United States. Representing 7.8% of... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | IT ServicesIT Services | Middle Coast Investing - CDW CDW Corporation is a tech distributor - instead of buying from Apple, Amazon, or HP directly, you might work through CDW for IP support along with the right array of hardware and software. CDW is in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | NVIDIA Corporation $NVDA• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Andrew Hill Investment Advisors - NVDA Nvidia's stock has waned recently, despite excellent financial performance. Their cash flow... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | Aerospace & DefenseAerospace & Defense | DKAM Donville Kent Asset Management - MDA.TO MDA Space Reported Q1 Earnings – Cash Earnings +68%. Revenue $464M +32%,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | DKAM Donville Kent Asset Management - ZDC.TO Zedcor Reported Q1 Earnings – Cash Earnings +51%. Revenue $19.4M +69%,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Tectonic Investors | GoldMetals & Mining | Tectonic Investors - GMD.AX Our gold positions were a drag on performance during the quarter, as the gold price underwent a significant correction after reaching an all-time high of over USD 5,590/oz in late January. Renewed inflation concerns... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Air Freight & LogisticsAir Freight & Logistics | Longleaf Partners Fund - FDX Global logistics company FedEx was a contributor for the quarter. Results continued to... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Nick GriffinMunro Global Growth Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Munro Global Growth Fund - IFX.DE Infineon is a leading German semiconductor company that produces power semiconductors and essential chips that convert and deliver electricity for various industries, from electric vehicles and industrial equipment to consumer electronics and data centres. It has long... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Nick GriffinMunro Global Growth Fund | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Munro Global Growth Fund - AMD Advanced Micro Devices, or AMD, (High Performance Computing), was the largest contributor to performance for the quarter. Over the last... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Haicheng Li, CFAThe Baird Chautauqua International Growth Fund | Application SoftwareSoftware | The Baird Chautauqua International Growth Fund - ADYEN.AS We took the opportunities afforded by the strong market to trim holdings that appreciated the most, led by our semiconductor and automation names, and to redirect the proceeds into a small number of higher conviction positions that lagged. For example, we... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | Application SoftwareSoftware | Oakmark Global Select Fund - SAP.DE SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning. The Germany-based company... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | William C. Nygren, Michael A. Nicolas, Robert F. BierigOakmark Fund | Passenger AirlinesPassenger Airlines | Oakmark Fund - DAL Delta Air Lines was the top contributor during the quarter. Fuel prices spiked... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Steve JohnsonForager Australian Shares Fund | Hotels, Resorts & Cruise LinesHotels, Restaurants & Leisure | Forager Australian Shares Fund - CTD.AX Travel management business Corporate Travel Management has gone from bad to worse. What was first... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Fund | Commodity ChemicalsChemicals | Oakmark Global Fund - SY1.DE Symrise is a global leader in the development of flavors, fragrances, and specialty ingredients used across food, beverages and consumer products. We find the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Faraz Farzam, Aaron GarciaMadison Small Cap Fund | Belden Inc. $BDC• NYSE | Communications EquipmentCommunications Equipment | Madison Small Cap Fund - BDC Belden is a 120-year-old specialty networking and connectivity company that has spent the past six years deliberately transforming from a commodity wire and cable maker to an integrated IT/OT (information technology/operational technology) networking and solutions provider, serving industrial automation, smart buildings, broadband service providers, and data centers. The economics of... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Faraz Farzam, Aaron GarciaMadison Small Cap Fund | indie Semiconductor, Inc. $INDI• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Madison Small Cap Fund - INDI Indie Semiconductor is an industrial semiconductor company (market capitalization of ~$1 billion) that is largely focused on the automotive market. The company is... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Partners Small Cap Strategy | PDF Solutions Inc. $PDFS• NASDAQ | Application SoftwareSoftware | Riverwater Partners Small Cap Strategy - PDFS PDF Solutions, a provider of yield analytics and data software for semiconductor manufacturers, returned approximately 52% in the quarter. During May, long-time... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Ned BellBell Global Equities Fund | Application SoftwareSoftware | Bell Global Equities Fund - CDNS On the other side of the ledger, our holding in Cadence Design Systems, the US computational software company, was the sole exit during June, crystallising strong gains following our early-2026 purchase. The position was... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Ithaka US Growth Strategy - CRWD CrowdStrike is a global leader in cloud-native cybersecurity, delivering its comprehensive Falcon platform, which spans endpoint protection, cloud security, identity threat detection, and next-gen Security Information and Event Management (SIEM), to tens of thousands of enterprise organizations worldwide. The company generates... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Ithaka US Growth Strategy - AMD Advanced Micro Devices is a global leader in designing and manufacturing high-performance semiconductor products, including processors, graphics cards, and chipsets. The company develops... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alpha Wealth Funds The Insiders Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Alpha Wealth Funds The Insiders Fund - PODD Insulet Corporation (NASDAQ: PODD) is a leader in medical technology, primarily known for its Omnipod Insulin Management System. Unlike traditional insulin... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Tom Treanor & Charlotte CuthbertsonAVI Worldwide Opportunities Fund | -- | AVI Worldwide Opportunities Fund - GRID.L Gresham House Energy Storage (GRID), the UK battery energy storage vehicle, was our largest contributor over the quarter, adding 158bps to NAV with a share price return of 22%. The shares continued... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Dr Ian Mortimer, CFAGuinness Global Innovators | Application SoftwareSoftware | Guinness Global Innovators - ADBE Adobe returned -2.5% in USD over Q2 and was sold during the quarter. We initially bought... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Dr Ian Mortimer, CFAGuinness Global Innovators | Nasdaq Inc. $NDAQ• NASDAQ | Investment Banking & BrokerageCapital Markets | Guinness Global Innovators - NDAQ Nasdaq returned -4.6% in USD over Q2 and was purchased during the quarter. Nasdaq is best... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dr Ian Mortimer, CFAGuinness Global Innovators | Advanced Micro Devices Inc. $AMD• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Guinness Global Innovators - AMD Advanced Micro Devices (AMD) returned 29.2% in USD over Q2 and was purchased during the quarter. AMD is a... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Patrick Kelly, Dan Chung, Ankur CrawfordAlger Spectra Fund | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Alger Spectra Fund - WDC Western Digital is a hard disk drive (HDD) storage company benefiting from rising hyperscaler data-center investment and the continued proliferation of data. The HDD industry... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Nick Schommer, Brian RechtJanus Henderson Forty Fund | Datadog, Inc. $DDOG• NASDAQ | Application SoftwareSoftware | Janus Henderson Forty Fund - DDOG In the information technology sector, top performers included several companies benefiting from increased AI-related spending. Datadog provides observability... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Haruki Toyama, Andy Romanowich, Rich EisingerMadison Mid Cap Fund | Telecommunication ServicesTelecommunication Services | Madison Mid Cap Fund - LBRDK We sold shares in Liberty Broadband (LBRDK), which derives nearly all its value from its ownership position in Charter Communications. A more mature... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | IT ServicesIT Services | L1 Capital International Fund - CDW CDW is a leading provider of products and solutions in the information technology (IT) industry in North America and the U.K. It acts as a value-added reseller for many of the leading IT businesses. Management is executing... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | NVIDIA Corporation $NVDA• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | L1 Capital International Fund - NVDA TSMC contributed more than 2.0% to the Fund's returns (measured in A$), while Amazon.com contributed around 1.0%. Four other companies... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Emerald Wealth Partners Growth Equity Strategy | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Emerald Wealth Partners Growth Equity Strategy - CRWD We met with Michael Sentonas, President CrowdStrike, early July. The discussion centered... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jonathan T. BloomFMI International Equity | -- | FMI International Equity - FRD.MC Fluidra is a global pool equipment manufacturer and distributor focused primarily on the residential pool market. Its product portfolio... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Micro Opportunities Strategy | Red Violet, Inc. $RDVT• NASDAQ | Application SoftwareSoftware | Riverwater Micro Opportunities Strategy - RDVT Red Violet, a data analytics and identity intelligence provider, gained approximately 84%. The company's proprietary... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Maria LernermanHarding Loevner International Equity | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Harding Loevner International Equity - IFX.DE Had we left those positions untouched to run our profits, our IT weight would have been closer to 30% of the portfolio rather than its current level, exceeding our 25% sector maximum risk guideline. Our consistent trimming... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Matt Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | Telecommunication ServicesTelecommunication Services | Thornburg Equity Income Builder Fund - DTE.DE Multinational telecom network operator, owns majority of T-Mobile (USA). -16.3% in 1H... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Matt Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | Telecommunication ServicesTelecommunication Services | Thornburg Equity Income Builder Fund - VOD.L Multinational telecom network operator. 255 million wireless,... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | Auto ComponentsAuto Components | Carillon Eagle Small Cap Growth Fund - MOD Modine Manufacturing provides mission-critical thermal management solutions. It delivered strong... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Portfolio Management CommitteeFMI Large Cap Equity | -- | FMI Large Cap Equity - FRD.MC Fluidra is a global pool equipment manufacturer and distributor focused primarily on the residential pool market. Its product portfolio... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ariel Investments, LLCAriel Small Cap Value Strategy | Hotels, Resorts & Cruise LinesHotels, Restaurants & Leisure | Ariel Small Cap Value Strategy - LIND Luxury adventure travel company Lindblad Expeditions (LIND) was the top contributor during the quarter following a strong earnings beat, driven by robust demand, record occupancy and sustained pricing strength. Revenue, EBITDA and... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jonathan T. BloomFMI Small Cap Equity | -- | FMI Small Cap Equity - FRD.MC Fluidra is a global pool equipment manufacturer and distributor focused primarily on the residential pool market. Its product portfolio... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ganes Capital Management LimitedGanes Focused Value Fund | Dicker Data $DDR.AX• ASX | Technology DistributorsElectronic Equipment, Instruments & Components | Ganes Focused Value Fund - DDR.AX Dicker Data held its Annual General Meeting at the end of May and reported that revenues were up 13% and profits up 45% for the first four months of the year compared to last year. It also advised... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jason Wolf, Ryan DobratzThird Avenue Real Estate Value Fund | Prologis Inc. $PLD• NYSE | Equity Real Estate Investment Trusts (REITs)Equity Real Estate Investment Trusts (REITs) | Third Avenue Real Estate Value Fund - PLD Alongside those additions, there was also a significant corporate development involving two existing holdings with Segro (a U.K.-based REIT that is the leading owner of industrial properties in the U.K. and Western Europe) receiving a proposal from Prologis (a U.S.-based REIT that is the largest owner of industrial and logistics facilities globally) to combine in an all-stock transaction. While the offer... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jason Wolf, Ryan DobratzThird Avenue Real Estate Value Fund | Health Care Providers & ServicesHealth Care Providers & Services | Third Avenue Real Estate Value Fund - BKD As far as real estate operating companies, the Fund increased its position in Brookdale Senior Living (Brookdale) during the period. As covered in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Matthew FineThird Avenue Value Fund | Tidewater Inc. $TDW• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Third Avenue Value Fund - TDW However, on the more frustrating end of the performance ledger were Tidewater, Valaris, Harbour Energy, BMW and Jardine Cycle & Carriage. Although, it should... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Matthew SweeneyLaughing Water Capital | Liquidia Corp. $LQDA• NASDAQ | PharmaceuticalsPharmaceuticals | Laughing Water Capital - LQDA Liquidia makes YUTREPIA, a drug that launched one year ago to treat Pulmonary Arterial Hypertension (PAH) and Pulmonary Hypertension Interstitial Lung Diseases (PH-ILD). The launch has... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Quentin Velleley, CFAThird Avenue International Real Estate Value Fund | IndustrialsIndustrials | Third Avenue International Real Estate Value Fund - TAG.DE TAG Immobilien AG is a German and Polish residential owner and developer with a large, stable German rental portfolio and a rapidly growing Polish platform. TAG owns over... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Benjamin Allen, Todd Ahlsten, Andrew ChoiParnassus Core Equity Fund | Broadline RetailBroadline Retail | Parnassus Core Equity Fund - DASH DoorDash, the food delivery platform, is a new position initiated during the quarter. We bought the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | NZS Capital, LLCNZS Capital - Growth | NVIDIA Corporation $NVDA• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | NZS Capital Growth - NVDA NVIDIA was added back to the portfolio as a resilient position late in the quarter. NVIDIA had been... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Amy ZhangAlger Mid Cap Focus Fund | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Alger Mid Cap Focus Fund - WDC Western Digital is a hard disk drive (HDD) storage company benefiting from rising hyperscaler data-center investment and the continued proliferation of data. The HDD industry... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Home FurnishingsHousehold Durables | Colebrooke Partners - HWDN.L Howdens manufactures and distributes fitted kitchens and joinery, and sells them exclusively to the building trade, the small local builders and fitters who install most of Britain's kitchens, through a network of 891 UK depots. The homeowner is... | NEUTRAL | 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.