Loading investment pitches...
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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | EQUAM Global Value Fund | Home FurnishingsHousehold Durables | EQUAM Global Value Fund - HEAD.L Headlam was one of the worst-performing companies in the portfolio during the first half of the year. The decline reflects... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Kenny ArnottArnott Capital | Aerospace & DefenseAerospace & Defense | Long EADSY (Airbus SE) Airbus is poised to capture market share in the commercial aviation duopoly due to operational impairments at Boeing. With an expanding... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Adeia, Inc. $ADEA• NASDAQ | Application SoftwareSoftware | Long ADEA (Adeia, Inc.) Initiated a new position. ADEA licenses intellectual... | BULL | View Pitch → |
| Aug 21, 2026 | Substack | Dave WatersAlluvial Capital Management | EACO Corp. $EACO• NASDAQ | Technology DistributorsElectronic Equipment, Instruments & Components | Short EACO (EACO Corp.) EACO Corp., a distributor of electrical components and fasteners, has been a quiet powerhouse for Alluvial Fund since we first bought shares several years ago. | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Select | -- | Long INTEA.ST (Intea Fastigheter AB) Intea is a defensive, high-quality real estate company focused on specialized public-tenant properties such as police stations and prisons. The firm has... | BULL | View Pitch → | |
| Aug 12, 2026 | Substack | alphaseeker84Substack (alphaseeker84) | Application SoftwareSoftware | An Early Read on Software Earnings: Everyone Beat, Half Got SoldAtlassian Corporation – TEAM Atlassian passed a critical test with net revenue retention holding above 120%, and the enterprise cohort compounding. The company reported... | BULL | View Pitch → | |
| Aug 9, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Application SoftwareSoftware | Atlassian Corporation Atlassian reported strong Q4 FY26 earnings, with a 28% YoY revenue growth and a 31% increase in Cloud revenue. The company turned... | BULL | View Pitch → | |
| Aug 4, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | -- | Long DEA (Easterly Government Properties Inc.) Easterly Government Properties, Inc. has shown operational growth, with an expanding portfolio and increasing revenues. Despite a 29.3%... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Tucker BrownSGA - International Growth | Application SoftwareSoftware | SGA - International Growth 2025 Q4 (TEAM) During the quarter, we exited our position in Atlassian due to forced attrition. While Atlassian delivered... | BULL | View Pitch → | |
| Jan 24, 2026 | Fund Letter | Josef Lakonishok, Menno Vermeulen, Puneet Mansharamani, Greg Sleight, Guy Lakonishok, Gal SkarishevskyHarbor Mid Cap Value Fund | Electronic Arts Inc $EA• NASDAQ | Movies & EntertainmentEntertainment | Harbor Mid Cap Value Fund 2025 Q4 (EA) We sold our position in Electronic Arts in the Communication Services sector. Electronic Arts did... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Minotaur Capital Management Pty LtdMinotaur Global Opportunities Fund | Application SoftwareSoftware | Minotaur Global Opportunities Fund 2025 Q4 (TEAM) " Thomas: "There's been a step change... " That word... | BEAR | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Adeia, Inc. $ADEA• NASDAQ | Application SoftwareSoftware | Riverwater Sustainable Value Strategy 2025 Q4 (ADEA) We initiated a position in Adeia, Inc. (ADEA) in the fourth quarter. ADEA licenses intellectual... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Partners Small Cap Strategy | Adeia, Inc. $ADEA• NASDAQ | Application SoftwareSoftware | Riverwater Partners Small Cap Strategy 2025 Q4 (ADEA) We added to our position in Adeia, Inc. during the quarter. The stock sold... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | Application SoftwareSoftware | Hardman Johnston Global Equity 2025 Q2 (TEAM) Atlassian continues to deliver robust earnings growth, but its valuation has come under pressure throughout the quarter due to structural risks to the number of developers due to generative Al innovation. Generative Al is... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Michael Clarke, Thomas TrentmanSands Capital Technology Innovators Fund | Application SoftwareSoftware | Sands Capital Technology Innovators Fund 2025 Q2 (TEAM) Atlassian is a leading provider of software applications designed to improve team collaboration and productivity. Shares declined after... | BULL | View Pitch → | |
| Dec 3, 2025 | Substack | Dave WatersAlluvial Capital Management | Seneca Foods Corp. $SENEA• NASDAQ | Food ProductsFood Products | Alluvial Capital Management 2025 Q2 (SENEA) Rounding out this quarter's winners is Seneca Foods. Seneca is emblematic... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Art DeGaetanoBramshill Income Performance Fund | -- | Long US TREASURY-T (US Treasury Securities) The Fund's top holdings include long-term and mid-term U.S. Treasuries, which comprise roughly 20% of assets. The portfolio maintains... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Tom Wetherald and Eddie ReillyMinot Light Capital Partners | The RealReal $REAL• NASDAQ | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Minot Light Capital Partners 2025 Q3 (REAL) The RealReal was our largest contributor to performance in the quarter. The company is... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Chris McDonaldKennedy Capital Management Mid Cap Value | Lear Corporation $LEA• NYSE | Auto ComponentsAuto Components | Kennedy Capital Management Mid Cap Value 2025 Q3 (LEA) Lear was a contributor this quarter as shares rose following the announcement of a multi-year supply agreement with a leading EV manufacturer. The company's Electrical... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | Beam Therapeutics Inc. $BEAM• NASDAQ | BiotechnologyBiotechnology | Contrarius Global Equity Fund 2025 Q3 (BEAM) Beam holds patents over base editing (CRISPR 2.0) enabling precise base conversions without double-strand breaks, expanding targets and potentially improving safety. The company is... | BULL | View Pitch → |
| Aug 8, 2025 | Seeking Alpha | Seeking Alpha | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long EAT (Brinker International) Brinker International has demonstrated robust financial performance, with significant revenue and EPS growth driven by strong operational efficiency, particularly in its Chili's segment. Despite potential consumer... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.