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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 | Will GrangerAirlie Small Companies Fund | EBOS Group $EBO.AX• ASX | Health Care Providers & ServicesHealth Care Providers & Services | Airlie Small Companies Fund - EBO.AX Despite recent setbacks including the loss of a key contract and earnings downgrades from facility cost overruns, the manager remains bullish on EBOS. They believe the... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | EventBrite $EB• NYSE | -- | Long EB (Eventbrite) Eventbrite was added as the fund's largest new holding due to its leadership in the niche online ticketing space for smaller creators and venues. The company is... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Ross & Van Compernolle | -- | Long VEB.KL (Velesto Energy Bhd) Velesto Energy is poised to benefit from structural undersupply in the jack-up rig industry following a decade of underinvestment. Rig day rates... | 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.