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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 | Jake KeysAppalaches Capital, LLC | Health Care Providers & ServicesHealth Care Providers & Services | Appalaches Capital - MCK We had the opportunity to invest in shares of McKesson Corporation (MCK) during a bout of general market apathy towards defensive businesses. McKesson is one... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Health Care Providers & ServicesHealth Care Providers & Services | Long MCK (McKesson Corporation) McKesson reported robust financial results, narrowed its guidance upward, and expanded its portfolio through the strategic acquisition of PRISM Vision. Although the stock... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Freddie LaitLatitude Global Fund | Health Care Providers & ServicesHealth Care Providers & Services | Latitude Global Fund 2025 Q4 (MCK) We started to see this opportunity in 2022, when we first invested in McKesson, a drug distribution company, and we now own its peer Cencora too. Both stocks produced... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Erin GreenfieldGreenfield Investment Management | Health Care Providers & ServicesHealth Care Providers & Services | Greenfield Investment Management 2025 Q4 (MCK) McKesson – This is a pharmaceutical distribution company, operating mainly in the United States. I followed their... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Health Care Providers & ServicesHealth Care Providers & Services | Alluvium Global Fund 2025 Q4 (MCK) McKesson, the drug distributor (up 6.3%), reported a very good set of results and management raised its guidance for the year ending March 2026. Strong performance in... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Achilleas TaxildarisThe Bristol Gate U.S. Equity Strategy | Health Care Providers & ServicesHealth Care Providers & Services | The Bristol Gate U.S. Equity Strategy 2025 Q2 (MCK) Healthcare services company McKesson benefitted from its core US pharmaceutical distribution businesses in speciality and high growth areas like GLP-1 medication. It also demonstrated... | 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.