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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 | ||
|---|---|---|---|---|---|---|---|
| Jan 22, 2026 | Substack | Substack | Delcath Systems $DCTH• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Delcath Systems, Inc. (DCTH) - killapabkai The author's bull thesis on Delcath (DCTH) is built around new data from the CHOPIN trial, which they believe meaningfully expands the total addressable market (TAM) for its liver-directed therapy HEPZATO KIT. They argue that... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Nathan Fredrick, CFARiverwater Micro Opportunities Strategy | Delcath Systems $DCTH• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Riverwater Micro Opportunities Strategy 2025 Q3 (DCTH) Delcath Systems (DCTH) is a commercial-stage oncology company focused on liver-directed cancer therapies. Its proprietary Hepzato... | 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.