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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 | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Fund | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Oakmark Global Fund - MC.PA LVMH (Louis Vuitton Moët Hennessy) is the world's largest luxury goods company with a portfolio of 75 brands, including prestigious houses Louis Vuitton and Dior. In our view,... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Long MC.PA (LVMH) LVMH was a detractor during the quarter. The France headquartered... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | James FellowsFirst Eagle Investments | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Long MC.PA (LVMH) Headquartered in Paris, LVMH is the largest luxury goods business in the world. | 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.