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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 | C.T. FitzpatrickVulcan Value Partners - Large Cap | -- | Long DNB (Dun & Bradstreet Holdings Inc.) Dun & Bradstreet is a global provider of business decisioning data and analytics, utilizing a unique proprietary database of over 400 million records. Its products are... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners Focus Plus | -- | Long DNB (Dun & Bradstreet Holdings, Inc.) Dun & Bradstreet was added to the portfolio due to its unique commercial data repository and high 96% customer retention. Embedded workflow integration... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Small Cap | -- | Long DNB (Dun & Bradstreet Holdings, Inc.) Dun & Bradstreet holds an unassailable proprietary dataset covering 400 million business records. Deep enterprise workflow... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - All Cap | -- | Long DNB (Dun & Bradstreet Holdings, Inc.) Dun & Bradstreet maintains an unmatched proprietary B2B dataset of 400 million global business records that creates deep workflow integration. High switching costs... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners, LLCVulcan Value Partners - Focus | -- | Long DNB (Dun & Bradstreet Holdings, Inc.) Vulcan initiated a new position in Dun & Bradstreet, citing its unique database of 400 million business records and essential workflow integration. High customer retention... | 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.