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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 | 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 → | |
| Aug 21, 2026 | Fund Letter | Alex Gunz | Broadline RetailBroadline Retail | Short DASH (DoorDash, Inc.) DoorDash was the fund's largest detractor during the quarter following disappointing forward guidance. Due to the... | BEAR | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | Broadline RetailBroadline Retail | Long DASH (DoorDash) DoorDash is the leading US food delivery platform, maintaining a 60% market share and consistently positive free cash flow. Management is leveraging... | BULL | View Pitch → | |
| Jan 9, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | Broadline RetailBroadline Retail | Montaka Global Investments 2025 Q3 (DASH) DoorDash is the overwhelming US leader in online food ordering and delivery. And, increasingly, DoorDash... | 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.