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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 | Southeastern Asset Management, Inc.Longleaf Partners Fund | Air Freight & LogisticsAir Freight & Logistics | Longleaf Partners Fund - FDX Global logistics company FedEx was a contributor for the quarter. Results continued to... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Air Freight & LogisticsAir Freight & Logistics | Long FDX (FedEx) Global logistics company FedEx was a contributor for the quarter. | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Air Freight & LogisticsAir Freight & Logistics | The London Company Large Cap 2025 Q4 (FDX) FedEx Corporation (FDX) – FDX was a top performer after reporting better results led by improved revenue quality, disciplined pricing, and continued cost savings. Despite the freight... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | Air Freight & LogisticsAir Freight & Logistics | Longleaf Partners Fund 2025 Q3 (FDX) Similar to Kraft Heinz, the market is focused on the recent challenging macro environment. In spite of... | 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.