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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 | Richard OldfieldOldfield Partners Overstone World All Cap Equity Fund | easyJet plc $EZJ.L• LSE | Passenger AirlinesPassenger Airlines | Oldfield Partners Overstone World All Cap Equity Fund - EZJ.L easyJet was among the strongest contributors during the quarter, helped by the takeover approach from Castlelake, a US investment firm. Castlelake has raised... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Oldfield Partners Overstone Global Large Cap | easyJet plc $EZJ.L• LSE | Passenger AirlinesPassenger Airlines | Long EZJ.L (easyJet plc) easyJet was among the strongest contributors during the quarter, helped by the takeover approach from Castlelake, a US investment firm. | 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.