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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 | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Diversified Consumer ServicesDiversified Consumer Services | Alluvium Global Fund - HRB Last quarter we mentioned in regard to H&R Block, the tax agents, that a 'SAASpocalypse' did not necessarily apply across the board, and that there was a mispricing opportunity so we bought more. Somewhat ironically, during... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Diversified Consumer ServicesDiversified Consumer Services | Long HRB (H&R Block) H&R Block, the tax agents, was the worst, falling 26.2%. Over the first... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Diversified Consumer ServicesDiversified Consumer Services | Alluvium Global Fund 2025 Q4 (HRB) H&R Block fell 13.0% despite posting what was in our view a pretty decent set of results. When we updated... | 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.