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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 | Mick Rasmussen, Derrick Tzau, Stuart RigbyWasatch Global Select Strategy | Loar Holdings, Inc. $LOAR• NASDAQ | Aerospace & DefenseAerospace & Defense | Wasatch Global Select Strategy - LOAR Another strong stock was Loar Holdings, Inc. (LOAR), a U.S.-based manufacturer and supplier of niche aerospace and defense components for aircraft and related systems. Loar has also... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Loar Holdings, Inc. $LOAR• NASDAQ | Aerospace & DefenseAerospace & Defense | Long LOAR (Loar Holdings Inc.) Loar Holdings manufactures specialized aerospace and defense components that generate highly reliable, annuity-like cash flows over multi-decade cycles. A combination of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | Loar Holdings, Inc. $LOAR• NASDAQ | Aerospace & DefenseAerospace & Defense | Long LOAR (Loar Holdings, Inc.) Loar Holdings is demonstrating robust performance due to record quarterly net sales and strong industry fundamentals within the aerospace and defense sector. The company benefits... | 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.