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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 | ||
|---|---|---|---|---|---|---|---|
| Nov 28, 2025 | Fund Letter | Bill SmeadSmead Value Fund | D.R. Horton $DHI• NYSE | Household DurablesHousehold Durables | Smead Value Fund 2025 Q3 (DHI) R. Horton (DHI), APA... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | D.R. Horton $DHI• NYSE | Household DurablesHousehold Durables | Meridian Hedged Equity Fund 2025 Q3 (DHI) R. Horton, Inc. is... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Colin McWey, Will Nasgovitz, Troy McGloneHeartland Mid Cap Value Fund | D.R. Horton $DHI• NYSE | Household DurablesHousehold Durables | Heartland Mid Cap Value Fund 2025 Q3 (DHI) Consumer Discretionary. R.... | 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.