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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 | ||
|---|---|---|---|---|---|---|---|
| Feb 25, 2026 | Fund Letter | Rob MacDonaldCity Different Investments - Multi-Cap Core | Application SoftwareSoftware | City Different Investments - Multi-Cap Core 2025 Q4 (FLYW) Flywire (FLYW) – new purchase Flywire provides payment software for business accounts receivable, with industry-specific software built on top of a proprietary payment network and payment platform. Its largest end... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Tim LiuMeditation Capital | Application SoftwareSoftware | Meditation Capital 2025 Q2 (FLYW) Flywire, another new position, is a good example of this. Flywire contracts with... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Travis CockeVoss Value Fund | Application SoftwareSoftware | Voss Value Fund 2025 Q3 (FLYW) Our conviction in FLYW remains high (~10% position, the largest in the portfolio). The company has... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Travis CockeVoss Value Offshore Fund | Application SoftwareSoftware | Voss Value Offshore Fund 2025 Q3 (FLYW) Our conviction in FLYW remains high (~10% position, the largest in the portfolio). The company has... | 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.