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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Chris WallerPlural Investing | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long JDG.L (Judges Scientific PLC) A new investment made this quarter. Serial acquirer of... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Andreas AaenSymmetry Invest | IndustrialsIndustrials | Long JDC.DE (JDC Group AG) JDC Group grew 2024 revenue and EBITDA by 29%, capturing high operating leverage as the premier insurtech platform in Germany. Despite doubling EBITDA... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Ariel Investments, LLCAriel International Fund | JD.com Inc $JD• NYSE | Broadline RetailBroadline Retail | Long JD (JD.com, Inc.) Investor profit-taking and tariff concerns weighed on the stock despite strong underlying business performance. The manager highlights... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Chris WallerPlural Investing | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long JDG.L (Judges Scientific plc) Judges Scientific is another great business that is recovering from a temporary slowdown. | BULL | View Pitch → | |
| Aug 20, 2026 | Substack | shareholdersuniteSubstack (shareholdersunite) | JD.com Inc $JD• NYSE | Broadline RetailBroadline Retail | A Primer On JD.comJD.com – JD JD.com is strategically positioned as a leading e-commerce platform in China, leveraging its self-operated retail model and extensive logistics network to differenti... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Derek IzuelShelton Emerging Markets Fund | -- | Long HONG KONG STOCK EXCHANGE-JD (JD.com, Inc.) JD.com shares declined sharply in the second quarter of 2025 as aggressive expansion into food delivery intensified competition with Meituan and Alibaba's Ele.me. The resulting delivery... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Chris WallerPlural Investing | -- | Plural Investing 2025 Q3 (JDG) Judges Scientific faced headwinds as U.S. colleges delayed capital spending amid uncertainty over federal science budgets. The company's customers... | 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.