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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 | Paul MoorePM Capital Global Companies Fund | Metals & MiningMetals & Mining | PM Capital Global Companies Fund - FCX Copper holdings Freeport McMoRan, Teck Resources and Grupo Mexico each reached new all-time highs during the quarter, buoyed by the ongoing strength in the copper price. We actively reduced... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Metals & MiningMetals & Mining | Thornburg Global Opportunities Fund - FCX Freeport-McMoran Inc. is the fourteenth largest holding. Global mining company... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Metals & MiningMetals & Mining | PM Capital Global Companies Fund 2025 Q4 (FCX) Freeport McMoRan was able to recover the share price drawdown seen in September following a major mudflow event at their Grasberg mine, which resulted in a full suspension of production and a material cut to guidance. In mid-November, the... | 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.