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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 | Mike LoebArgosy Investors | Other Specialty RetailSpecialty Retail | Long FND (Floor & Decor Holdings, Inc.) The manager added to Floor & Decor, disputing market skepticism over the company's long-term growth and margin potential. He expects FND... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | Other Specialty RetailSpecialty Retail | Montaka Global Investments 2025 Q4 (FND) We believe these declines will prove temporary: • As we've discussed in prior letters, we view Floor & Decor like a coiled spring – an advantaged specialty retailer waiting patiently for a rebound in US residential property sales, which remain near GFC lows. Based on our... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Other Specialty RetailSpecialty Retail | The Bristlemoon Global Fund 2025 Q4 (FND) We have followed Floor & Decor closely since 2017 and began building a position after the stock dropped to around $60. The company operates... | BULL | View Pitch → | ||
| Jan 8, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | Other Specialty RetailSpecialty Retail | Montaka Global Investments 2025 Q2 (FND) Back in 2019, we pitched US big-box specialist hard-surface flooring retailer, Floor & Decor, as our stock pick at the Sohn Conference. Since Sohn, Floor... | 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.