Loading investment pitches...
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 | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | Grab Holdings $GRAB• NASDAQ | Application SoftwareSoftware | Long GRAB (Grab Holdings) Grab maintains overwhelming dominance in Southeast Asian mobility and food delivery, with its nearest competitors holding minor fractions of the market. Having significantly reduced... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Grab Holdings $GRAB• NASDAQ | Application SoftwareSoftware | SGA - Emerging Markets Growth 2025 Q4 (GRAB) Grab Holdings was a detractor during the quarter despite delivering solid Q3 results and raising full-year revenue guidance. The results were... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.