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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 | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | Donnelley Financial $DFIN• NASDAQ | Application SoftwareSoftware | Short DFIN (Donnelley Financial Solutions, Inc.) The manager decided to exit DFIN after data analysis revealed a structural market share loss to competitor Workiva. The analysis showed... | BEAR | View Pitch → |
| Jan 20, 2026 | Fund Letter | Chip ReweyRewey Asset Management | Donnelley Financial $DFIN• NASDAQ | Application SoftwareSoftware | Rewey Asset Management 2025 Q4 (DFIN) We initiated a position in Donnelley Financial Solutions (DFIN), a provider of capital markets and compliance-related technology solutions. The company is... | 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.