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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 | Paul CerroCedar Grove Capital Management | Hims & Hers Health $HIMS• NASDAQ | PharmaceuticalsPharmaceuticals | Cedar Grove Capital Management - HIMS Our biggest contributors of the quarter were The Oncology Institute (TOI), Hims and Hers Health (HIMS), and uniQure NV (QURE). Some of you... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Andrew Y. Kurita, CFAHeptagon Kettle Hill US L/S Equity Fund | Hims & Hers Health $HIMS• NASDAQ | PharmaceuticalsPharmaceuticals | Short HIMS (Hims & Hers Health, Inc.) The manager shorted the stock due to concerns over decelerating subscriber growth and the risk of cheaper oral GLP-1 alternatives impacting earnings estimates. They successfully covered... | BEAR | View Pitch → |
| Feb 25, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Hims & Hers Health $HIMS• NASDAQ | PharmaceuticalsPharmaceuticals | ACATIS Investment 2025 Q3 (HIMS) Hims & Hers is an American telemedicine start-up that facilitates discreet online access to gender-specific and (frequently also) prescription-only medication for sensitive health problems such as impotence, skin rashes and excess weight. These are health... | 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.