Loading investment pitches...
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 | Savi Jain & Amit Mantri2Point2 Capital | -- | 2Point2 Capital - MCX.NS MCX has been one of our most successful investments at 2Point2, yielding a 10x+ return since we first bought it in April 2020. However, its success... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Savi Jain & Amit Mantri2Point2 Capital | -- | Long MCX.NS (Multi Commodity Exchange of India Ltd) The fund initially invested in MCX expecting a recovery in commodity futures volumes, but regulatory changes severely disrupted this thesis. However, by staying... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.