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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 | Andrew Stobart / Mike Gush / Ben DurrantBaillie Gifford -Emerging Markets | -- | Baillie Gifford Emerging Markets - PETR4.SA Petrobras' market underperformance in second quarter 2026 reflected a sharp disconnect between strong operational execution and weaker cash conversion, as pricing lags, delayed government reimbursements and regulatory uncertainty outweighed record production. In first quarter... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brent ClaytonSeafarer Capital Partners | -- | Long PETRONET.NS (Petronet LNG Ltd.) An Indian LNG importer, Petronet faced direct operational disruptions and declared force majeure following similar actions from its Qatari supplier. While its near-term... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Adam FacklerMiller Howard Investments Infrastructure | Entergy Corp. $ETR• NYSE | Electric UtilitiesElectric Utilities | Miller Howard Investments Infrastructure 2025 Q3 (ETR) Entergy: 2Q earnings topped expectations. The company increased... | BULL | View Pitch → |
| Oct 30, 2025 | Substack | Substack | IndustrialsIndustrials | 1 Jahr Szew SubstackCewe - CWC.DE Cewe was selected for its solid business model, low valuation, and share buybacks. The position remains... | 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.