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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 | EQUAM Global Value Fund | Home FurnishingsHousehold Durables | EQUAM Global Value Fund - HEAD.L Headlam was one of the worst-performing companies in the portfolio during the first half of the year. The decline reflects... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | GCQ Funds Management Pty LtdGCQ Flagship Fund | Interactive Media & ServicesInteractive Media & Services | GCQ Flagship Fund - HEM.ST Average Revenue Per Listing (ARPL) grew +12% YOY, while paid listings decreased -38% YOY. Hemnet operates the... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ken Squire13D Activist Fund | Broadline RetailBroadline Retail | 13D Activist Fund - DHER.DE Delivery Hero is an online food and grocery delivery business similar to peers DoorDash and Uber Eats. The Company has... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Amit WadhwaneyMoerus Capital Management LLC | -- | Moerus Capital Management LLC - TATACHEM.NS The other newly added position, Tata Chemicals Ltd., part of the Tata Group, is an Indian-domiciled chemicals company with a strong presence in the soda ash industry. Soda ash is... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Emerald Wealth Partners Focused Equity Strategy | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Emerald Wealth Partners Focused Equity Strategy - SHEL Shell was the largest detractor from quarterly performance, reducing returns by 59 bps. The stock fell... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Horizon Investment | Electric UtilitiesElectric Utilities | Long HE (Hawaiian Electric Industries, Inc.) Hawaiian Electric Industries, also a familiar holding in our portfolios, is an example of opportunistic income investing but that is not obvious, since the company doesn't pay a dividend. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Select | -- | Long METSA.HE (Metsä Board Oyj) Metsä Board provides strong upside potential following the cancellation of an expensive capital project, eliminating key corporate governance concerns. Despite recent operational... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | Broadline RetailBroadline Retail | Long DHER.DE (Delivery Hero) Delivery Hero holds a leading market position across 70 countries globally, boasting a massive market footprint. By separating its... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Select | -- | Short CGCGV.HE (Cargotec Oyj) The fund decided to exit its highly successful holding in Cargotec. The decision was... | BEAR | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stephen E. GrantValue Line Small Cap Opportunities Fund | Chemed Corp. $CHE• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Short CHE (Chemed Corporation) Chemed was liquidated entirely during the first quarter as part of a portfolio refinement program. The manager sought... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | Interactive Media & ServicesInteractive Media & Services | Long HEM.ST (Hemnet Group AB) Hemnet possesses a dominant near-monopolistic position in the Swedish real estate market with 90% listing share and organic traffic. Recent changes to... | BULL | View Pitch → | ||
| Aug 21, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | Long HEI (HEICO Corporation) HEICO is a U.S. aerospace and electronics company operating in the unglamorous world of replacement parts and mission-critical components. | BULL | View Pitch → |
| Aug 1, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Diversified Telecommunication ServicesTelecommunication Services | Cooper Investors Global Equities Fund (Unhedged) – SHEN As businesses with unique and uncorrelated return drivers, Daikin and Corteva complement our existing Reversionary investments, such as pharmaceutical glass manufact... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Ravenel B. Curry IIIEagle Capital Management | Oil, Gas & Consumable FuelsOil, Gas & Consumable Fuels | Eagle Capital Management 2025 Q4 (SHEL LN) Shell is one of the world's largest integrated energy companies, operating across LNG, upstream exploration and production, refined products, gas stations, and chemicals. The company's LNG... | BULL | View Pitch → | |
| Jan 30, 2026 | Fund Letter | The Ironvine Investment TeamIronvine Capital Partners | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | Ironvine Capital Partners 2025 Q4 (HEI) Under the leadership of the Mendelson family, HEICO's decentralized ownership culture has become a growing competitive advantage. Rising air travel... | BULL | View Pitch → |
| Jan 30, 2026 | Fund Letter | Dan Bellehsen8th Wonder Investments | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | 8th Wonder Investments 2025 Q4 (HEI) HEICO represents one of our core compounder holdings and exemplifies antifragile business design. Under founder Laurans... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | SVN Capital Fund 2025 Q4 (HEI) HEICO is a U.S. aerospace and electronics company operating in the unglamorous world of replacement parts and mission-critical components. It is the... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Zeno Equity Partners LLPZeno | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | BESTINVER 2025 Q3 (HEI GR) This is a company we began buying into during the worst moments of Covid, and in which we have more than tripled our capital. A story of... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | GCQ Funds Management Pty LtdGCQ Flagship Fund | Hemnet Group AB $STOCKHOLM-HEM• NASDAQ | -- | GCQ Flagship Fund 2025 Q4 (HEM.ST) Hemnet's share price declined sharply in 2025, falling roughly 60% from its February peak, driven by cyclical weakness in Swedish housing transactions, speculation that alternative portal Booli is taking share, and broader market fears around AI disrupting classifieds businesses. Listing volumes fell... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Weitz Investment Management, Inc.Weitz Multi Cap Equity Fund | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | ClearBridge Investments International Growth ADR Strategy 2025 Q4 (HEI GR) We also added Heidelberg Materials, a German supplier of building materials. The company could... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Weitz Investment Management, Inc.Weitz Multi Cap Equity Fund | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | Weitz Multi Cap Equity Fund 2025 Q2 (HEI) HEICO Corporation, a midcap aerospace parts and services company, is the Fund's second-largest holding and top performer for the quarter. HEICO's flight services... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Conestoga Capital Advisors, LLCConestoga Mid Cap Composite | HEICO Corp. $HEIA251219C00260000• NASDAQ | -- | Long HEIA251219C00260000 (HEICO Corp.) 2. A) Commercial and... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Kris Webster, Michael Poulsen, and Jack McManusCanopy Investors | HEICO Corporation $HEI• NYSE | Aerospace & DefenseAerospace & Defense | Canopy Investors 2025 Q2 (HEI) Heico develops and sells aircraft parts that serve as alternatives to the expensive parts sold by original equipment manufacturers. Its non-original parts... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Jack McPherson and Dave AdamsAristotle Small Cap Equity Fund | Chemed Corp. $CHE• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Aristotle Small Cap Equity Fund 2025 Q2 (CHE) Chemed (CHE), engages in the provision of healthcare and maintenance services operating through two segments: VITAS and Roto-Rooter. The VITAS segment... | BULL | View Pitch → |
| Oct 30, 2025 | Substack | Substack | Hellenic Exchanges $ATHEX-EXAE• NASDAQ | IndustrialsIndustrials | Long ATHEX-EXAE (Hellenic Exchanges) Hellenic Exchanges was pitched as an investment due to its fundamental revaluation and the potential for an acquisition. The investment thesis... | 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.