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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 | Christopher E. HillaryProsper Stars & Stripes | nLIGHT Inc. $LASR• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long LASR (nLIGHT Inc.) nLIGHT (LASR) was the second-largest contributor in our long book in the quarter. | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | ArrowMark PartnersMeridian Contrarian Fund | nLIGHT Inc. $LASR• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Meridian Contrarian Fund 2025 Q3 (LASR) nLIGHT, Inc. is a leading provider of high-power lasers serving the medical, industrial, and increasingly, defense markets. We initially invested... | 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.