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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 | Michael LippertBaron Opportunity Fund | GDS Holdings Limited $GDS• NYSE | IT Consulting & Other ServicesIT Services | Baron Opportunity Fund - GDS Despite solid operating results, shares of GDS Holdings Limited declined during the second quarter. Weighing on sentiment... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Christian RytherCurreen Capital | Green Dot Corporation $GDOT• NASDAQ | Consumer FinanceConsumer Finance | Curreen Capital - GDOT Green Dot is a fintech company that provides bank-like debit cards at Wal-Mart and other stores in the United States. Green Dot has... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dave WatersAlluvial Capital Management | Green Dot Corporation $GDOT• NASDAQ | Consumer FinanceConsumer Finance | Alluvial Capital Management - GDOT GreenDot Corp. shareholders approved the sale of its technology assets and the merger of its bank operations with CommerceOne Financial. All that remains... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Marc-Lennart BraeutigamHertford Capital | Sidetrade SA $ALBGD.PA• EURONEXT | -- | Long ALBGD.PA (Sidetrade SA) Sidetrade enjoys a robust first-mover advantage and defensible moat due to its long-term investment in domain-specific AI models and massive proprietary data lake. The launch of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | GoDaddy Inc. $GDDY• NASDAQ | Application SoftwareSoftware | Short GDDY (GoDaddy, Inc.) After holding GoDaddy since 2016, the manager fully exited the position as the stock reached their calculated intrinsic valuation. The proceeds were... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Aerospace & DefenseAerospace & Defense | Long GD (General Dynamics) General Dynamics benefits from secular tailwinds in defense spending driven by ongoing global conflicts. The firm also... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Dan RollerMaran Capital Management | Scott's Liquid Gold-Inc. $SLGD• NASDAQ | -- | Long SLGD (Scott's Liquid Gold-Inc.) Scott's Liquid Gold has successfully transitioned from a levered business to a net-cash position through extensive brand divestitures. The company has... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | ArrowMark PartnersMeridian Contrarian Fund | New Gold, Inc. $NGD• NYSE | -- | Long NGD (New Gold, Inc.) New Gold is a Canadian miner executing a turnaround under a new CEO appointed in 2022. Despite a neutral... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Richard Beaven, Colin KellySignia Capital Management | Green Dot Corporation $GDOT• NASDAQ | Consumer FinanceConsumer Finance | Signia Capital Management 2025 Q4 (GDOT) Green Dot (GDOT), a fintech company and prepaid card services provider, was a new buy in Q4. We have followed... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Golden Entertainment $GDEN• NASDAQ | -- | Clark Street Value 2025 Q4 (GDEN) Golden Entertainment (GDEN) (~$780MM market cap) is a regional casino operator primarily focused on the drive-to regional market, their flagship asset is the STRAT Hotel (fka the Stratosphere) focused on value oriented customers that opened in 1979 on the very north end of the strip. The rest of... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Ken Korngiebel, Thomas Bradley, Natalie PesquéWasatch Micro Cap Fund | IT ServicesIT Services | Wasatch Micro Cap Fund 2025 Q2 (GDYN) Grid Dynamics Holdings, Inc. (GDYN) offers information-technology (IT) services including technical consulting, digital transformation, internet services operations and software development. The industry has... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Aerospace & DefenseAerospace & Defense | GreensKeeper Value Fund 2025 Q3 (GD) General Dynamics (GD) gained +16.9% in Q3 2025, driven by strong Aerospace division results and robust defense contract wins. Manufacturing issues in... | 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.