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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 | Pontus DackmoProtean Small Cap | IndustrialsIndustrials | Protean Small Cap - CINT.ST We have agreed to sell our CINT shares to the bidders at a price of SEK 6.0, an increase from the initial public bid level of SEK 5.60. The share has... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jean Philippe TissotArauca Capital | IndustrialsIndustrials | Long INT.ST (Intellego Technologies AB) Intellego has undergone a major corporate governance cleanup, which was validated by a favorable, immaterial financial audit adjustment by Deloitte. The company's patented... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Select | IndustrialsIndustrials | Protean Select - CINT.ST The manager has agreed to sell its entire holding in Cint Group to acquisition bidders at an elevated price of SEK 6.0. Having purchased the... | 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.