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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 | Peter SmithPalm Harbour Capital | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | Palm Harbour Capital - LULU The fifth largest detractor was Youngone (-8.3%, -34 bps), the South-Korean manufacturer that produces apparel, footwear and outdoor gear for global brands like Lululemon, Patagonia and the North Face. We like Youngone... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jack BeiroJB Global Capital | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | JB Global Capital - LULU In September 2025, I published Investment Case: Lululemon Athletica Inc., calling the stock compelling value at $162 per share. The thesis rested... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Pratik KodialTapasya Investment Fund | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | Tapasya Investment Fund - LULU We sold out of Lululemon (LULU). The reason for... | NEUTRAL | View Pitch → |
| Aug 7, 2026 | Other | JB Global Capital | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | JB Global Capital – LULU In September 2025, I published Investment Case: Lululemon Athletica Inc., calling the stock compelling value at $162 per share. The thesis rested... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | GreensKeeper Value Fund 2025 Q4 (LULU) Our second-largest detractor was Lululemon Athletica, down 45.7%. While global growth... | BULL | View Pitch → |
| Jan 9, 2026 | Fund Letter | Pratik KodialTapasya Investment Fund | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | Tapasya Investment Fund 2025 Q4 (LULU) We view Lululemon as a long-term compounder and a relatively recent addition to our portfolio. We established our... | BULL | View Pitch → |
| Aug 7, 2025 | Seeking Alpha | Seeking Alpha | Lululemon Athletica Inc. $LULU• NASDAQ | Other Specialty RetailSpecialty Retail | lululemon: Tough Times Ahead, Still A Buy Despite recent challenges, lululemon remains a compelling investment due to its strong international growth prospects and high returns on invested capital. The market's current... | 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.