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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | BDL Capital | Flutter Entertainment $FLUT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long FLUT (Flutter Entertainment) Our investment in Flutter Entertainment, the world's leading online sports betting and gaming operator, suffered what can only be described as a "perfect storm" in the first quarter, with headwinds both operationally and in terms of market sentiment. Although its annual... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Kayode O. Aje | Flutter Entertainment $FLUT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long FLUT (Flutter Entertainment plc) Flutter is one of the top sports-betting and gaming operators in the world. You may recognize... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | Steve JohnsonForager International Shares Fund | Flutter Entertainment $FLUT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Forager International Shares Fund 2025 Q2 (FLUT) Flutter Entertainment (NYSE:FLUT) is another high-quality compounder, contributing 1.8% to overall returns. Flutter's US bookmaking... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Ennismore Fund Management LimitedEnnismore Global Smaller Companies | Flutter Entertainment $FLUT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Ennismore Global Equity Fund 2025 Q2 (FLUT) Flutter (+29%) reported solid results driven by its US FanDuel business. The company's North... | 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.