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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 | Dave WatersAlluvial Capital Management | -- | Alluvial Capital Management - MDR McDermott is an energy EPC (engineering, procurement, construction) company with a troubled past and a bright future. After several difficult... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Substack | Dave WatersAlluvial Capital Management | -- | Long MDR Our other Mc-investment, McDermott International, is making good progress in its turnaround. | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Chris McIntyreMcIntyre Partnerships | Veradigm Inc. $MDRX• NASDAQ | Health Care TechnologyHealth Care Technology | McIntyre Partnerships 2025 Q4 (MDRX) After a previously discussed successful trade in 2024, MDRX again became a top-five position following a failed sales process in Q1 2025. I believe the... | 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.