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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Fund Letter | Brad Erwin, Jeffrey D. Bilsky, Michael RichCarillon Eagle Growth & Income Fund | The Home Depot, Inc. $HD• NYSE | Other Specialty RetailSpecialty Retail | Long HD (The Home Depot, Inc.) Home Depot shares fell despite solid results, as interest rates moved against residential housing. Comparable sales rose... | BULL | View Pitch → |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was a top detractor during the quarter. While loan growth,... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was a top detractor during the quarter. While loan growth,... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - International Growth | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was a top detractor during the quarter. While loan growth,... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Greg DeanLangdon Global Smaller Companies | Goosehead Insurance $GSHD• NASDAQ | InsuranceInsurance | Long GSHD (Goosehead Insurance, Inc.) The more important point for this letter is that the drawdowns in Goosehead, Hypoport, and SmartCraft appear to have been driven far more by valuation compression than by clear evidence of business deterioration. As the market... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David ShermanCrossingBridge Advisors | MacGregor Pte $MOHDER• NASDAQ | IndustrialsIndustrials | Long MOHDER (MacGregor Pte) MacGregor Pte (MOHDER) EURIBOR+525 bp Secured Notes due 12/11/29W – We were one of six investors invited to backstop a EUR 175 mm secured note proposed to finance Triton Partners' acquisition of MacGregor Pte, a Finnish manufacturer of marine cargo handling equipment such as cranes, winches, and ramps. MacGregor-branded equipment is... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stephen E. GrantValue Line Mid Cap Focused Fund | Churchill Downs $CHDN• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Short CHDN (Churchill Downs Inc.) At the same time, the Fund fully exited five positions: West Pharmaceutical Services Inc. (WST), Churchill Downs Inc. (CHDN), Pool Corp. (POOL), Mettler-Toledo International Inc. (MTD), and Gartner Inc. (IT). | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stewart Investors | HDFC Bank Limited $HDB• NYSE | BanksBanks | Long HDB (HDFC Bank) The third largest detractor was HDFC Bank, as the bank continued to face a challenging operating environment and improvement in net interest margin has been slower than expected. The resignation of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Derek Izuel, CFAShelton International Select Equity Fund | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was the largest detractor. The stock declined... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Krishna Chintalapalli, Mark ZagataParnassus Value Equity Fund | The Home Depot, Inc. $HD• NYSE | Other Specialty RetailSpecialty Retail | Parnassus Value Equity Fund 2025 Q4 (HD) Home Depot shares declined as housing market weakness and cautious consumer spending pressured near-term expectations. Lower transaction volumes... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | HDFC Bank Limited $HDB• NYSE | BanksBanks | Hardman Johnston Global Equity 2025 Q4 (HDB) We initiated a position in HDFC Bank Ltd. as the recent merger with HDFC Ltd. created short-term earning headwinds that we believe will dissipate over the coming years. Currently, the company... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Ryan SnowWasatch Small Cap Growth Strategy | Goosehead Insurance $GSHD• NASDAQ | InsuranceInsurance | Wasatch Small Cap Growth Strategy 2025 Q2 (GSHD) Goosehead Insurance, Inc. (GSHD) also detracted. Through its network... | 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.