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 | ||
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Substack | triplesinvestingSubstack (triplesinvesting) | Inter & Co., Inc. $INTR• NASDAQ | BanksBanks | Stock Trade Compilation DiezInter & Co – INTR Inter & Co is positioned as a growing digital bank in Brazil, with its stock currently undervalued following a drop from $10 to ~$5. The company's decisio... | BULL | View Pitch → |
| Aug 14, 2026 | Substack | jaminvestSubstack (jaminvest) | Inter & Co., Inc. $INTR• NASDAQ | BanksBanks | N&I #85Inter & Co. – INTR Inter & Co. is experiencing rapid growth in its private payroll loan segment, expanding from R$0.2 billion to R$2.5 billion in just 12 months. This aggressive g... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | John G. KhabbazPhoenician Capital | Inter & Co., Inc. $INTR• NASDAQ | BanksBanks | Phoenician Capital 2025 Q4 (INTR) Inter & Co. reported R$336m in net income (+39% YoY) and expanded ROE to 14.2%. Beneath the headline... | BULL | View Pitch → |
| Oct 30, 2025 | Substack | Substack | Inter & Co., Inc. $INTR• NASDAQ | BanksBanks | 1 Jahr Szew SubstackInter&co - INTR Inter&co was identified as undervalued compared to Nubank, with significant potential for price appreciation. The stock price... | 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.