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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 | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Balkar Sivia, CFAWhite Falcon Capital Management | EPAM Systems Inc. $EPAM• NASDAQ | IT ServicesIT Services | White Falcon Capital Management - EPAM The biggest detractor this quarter was EPAM Systems. We have stubbornly... | NEUTRAL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | EPAM Systems Inc. $EPAM• NASDAQ | IT ServicesIT Services | ACATIS Investment 2025 Q4 (EPAM) We acquired EPAM Systems, one of the leading companies in complex software product development, due to the company's steady growth, robust cash flow generation and the currently attractive share buy-back program, which increases shareholder value in the long term. BSD Analysis: EPAM... | BULL | View Pitch → |
| Jan 30, 2026 | Fund Letter | Carlos von HardenbergMobius Capital Partners | EPAM Systems Inc. $EPAM• NASDAQ | IT ServicesIT Services | Mobius Capital Partners 2025 Q4 (EPAM) After a challenging early-year period with tariff uncertainty impacting end demand, EPAM reported better than expected results and raised its initial guidance for 2025. Additionally, EPAM announced... | 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.