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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 | Mohnish PabraiPabrai Wagons Fund | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Pabrai Wagons Fund - HCC We are invested in a handful of metallurgical (met) coal businesses. All of these... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | O'Keefe Stevens Advisory, Inc - HCC Unsurprisingly, a commodity-producing company's stock experienced significant volatility during the quarter. Had the quarter... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David BastianKingdom Capital Advisors | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Short HCC (Warrior Met Coal, Inc.) The manager chose to exit Warrior Met Coal due to its 99% export-reliant revenue model, which is highly vulnerable to Chinese retaliatory trade tariffs. Although it has... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mohnish PabraiPabrai Wagons Fund | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long HCC (Warrior Met Coal) Warrior Met Coal fits the fund's investment thesis of targeting low-cost, debt-free metallurgical coal operators. These businesses enjoy... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Long HCC (Warrior Met Coal Inc) HCC declined approximately 13% during the second quarter and is down roughly 8% year-to-date. | BULL | View Pitch → |
| Aug 6, 2026 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Black Bear Value Partners - HCC HCC declined approximately 13% during the second quarter and is down roughly 8% year-to-date. Warrior Met Coal... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Black Bear Value Partners 2025 Q4 (HCC) Warrior Met Coal (HCC) is a leading metallurgical coal producer (coal used to steel production). There has been... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Adam SchwartzBlack Bear Value Partners | Warrior Met Coal Inc $HCC• NYSE | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Black Bear Value Partners 2025 Q3 (HCC) Warrior Met Coal is a leading metallurgical coal producer (coal used to steel production). Currently the bulk... | 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.