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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 | ArrowMark PartnersMeridian Contrarian Fund | Kornit Digital Ltd. $KRNT• NASDAQ | MachineryMachinery | Long KRNT (Kornit Digital Ltd.) Kornit Digital offers efficient digital printing solutions for textiles and was acquired during a deep valuation trough. Although short-term order... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | ArrowMark PartnersMeridian Contrarian Fund | Kornit Digital Ltd. $KRNT• NASDAQ | MachineryMachinery | Meridian Contrarian Fund 2025 Q3 (KRNT) Kornit Digital, Ltd. is a leading provider of digital textile printing solutions, offering a more efficient and sustainable alternative to traditional screen printing for apparel and textiles. Its digitally enabled... | 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.