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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 | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Dick's Sporting $DKS• NYSE | Other Specialty RetailSpecialty Retail | Long DKS (Dick's Sporting Goods, Inc.) Dick's Sporting Goods delivered strong operational results, beating guidance and gaining market share, yet fell on tariff concerns and cautious near-term forward guidance. The fund took... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Dick's Sporting $DKS• NYSE | Other Specialty RetailSpecialty Retail | Alluvium Global Fund 2025 Q4 (DKS) Management of Dick's Sporting spoke of the need to get back to “Retail 101” and warned of more than USD 500m in pre-tax write-offs after its Foot Locker acquisition. However, the core... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Dick's Sporting $DKS• NYSE | Other Specialty RetailSpecialty Retail | Alluvium Global Fund 2025 Q2 (DKS) The big news came from the management team of one of the Fund's largest investments. Dick's Sporting, (down... | 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.