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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 | Jason Wolf, Ryan DobratzThird Avenue Real Estate Value Fund | Health Care Providers & ServicesHealth Care Providers & Services | Third Avenue Real Estate Value Fund - BKD As far as real estate operating companies, the Fund increased its position in Brookdale Senior Living (Brookdale) during the period. As covered in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Keurig Dr Pepper $KDP• NASDAQ | BeveragesBeverages | Harris Associates Concentrated Strategy - KDP Keurig Dr Pepper was a contributor during the quarter. The U.S.-headquartered beverage... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Health Care Providers & ServicesHealth Care Providers & Services | Long BKD (Brookdale Senior Living) We booked very strong performance on our position in Brookdale (BKD), an operator of senior living facilities. We have previously... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Greenlight Capital, Inc.Greenlight Capital | IT ServicesIT Services | Long KD (Kyndryl) We owned KD for over four years. During most of... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Chip ReweyRewey Asset Management | IT ServicesIT Services | Long KD (Kyndryl) KD was our weakest performer in 4Q25, as it initiated a disappointing 2026 revenue growth forecast down 2 to 3%, vs. expectations of turning the corner to revenue growth, albeit a modest 1%. | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Chip ReweyRewey Asset Management | IT ServicesIT Services | Rewey Asset Management 2025 Q3 (KD) Kyndryl was our weakest performer in 3Q25, down 28.43%, as its FY1Q26 report showed that its revenues came in a bit below street expectations. We think the... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Keurig Dr Pepper $KDP• NASDAQ | BeveragesBeverages | Harris Associates Concentrated Strategy 2025 Q3 (KDP) Keurig Dr Pepper was a detractor during the quarter. The U.S. beverage... | 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.