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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 | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Long FTDR (Frontdoor) Frontdoor provides home service plans and operates with a highly cash-generative model, serving around 2% of US households. The company prudently... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Long FTDR (Frontdoor) Frontdoor is the leading provider of home service plans in the United States, serving approximately 2% of homes. The highly cash-generative... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Long FTDR (Frontdoor) Since its spin-off from ServiceMaster in 2018, this home service plan provider has captured a stable market share. The firm utilizes... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Long FTDR (Frontdoor, Inc.) A provider of home service plans spun out of ServiceMaster that serves a small fraction of US homes. The business uses... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Short FTDR (Frontdoor, Inc.) Frontdoor sells home service plans to homeowners. | BEAR | View Pitch → |
| Aug 11, 2026 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Curreen Capital - FTDR Frontdoor sells home service plans to homeowners. The company contracts... | NEUTRAL | View Pitch → |
| Jan 31, 2026 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Curreen Capital 2025 Q4 (FTDR) Frontdoor is a “Crazy Cheap” company that is known for its home warranties, including its American Home Shield brand. The company has... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Christian RytherCurreen Capital | Frontdoor, Inc. $FTDR• NASDAQ | Diversified Consumer ServicesDiversified Consumer Services | Curreen Capital 2025 Q2 (FTDR) Frontdoor sells home service plans to homeowners. The company contracts... | 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.