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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 | ||
|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letter | Marco Anselmi, Henry HillVGI Partners | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | VGI Partners 2025 Q2 (ENT LN) Exposure to online gaming companies such as Entain and Flutter added alpha over the quarter, supported by strong user engagement trends and favourable regulatory dynamics in key markets. Entain was up... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Marco Anselmi, Henry HillVGI Partners | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long ENT.L (Entain) Entain – UK sports betting and online casino company Entain was a contributor during the quarter. Entain had a... | 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.