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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 | C.T. FitzpatrickVulcan Value Partners - Small Cap | MillerKnoll Inc. $MLKN• NASDAQ | Household DurablesHousehold Durables | Vulcan Value Partners Small Cap - MLKN MillerKnoll was a material contributor to our performance in the quarter, after being a detractor in the prior quarter. Despite the company's... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | VVP Q2 Letter 06.30.26 | MillerKnoll Inc. $MLKN• NASDAQ | Household DurablesHousehold Durables | Long MLKN (MillerKnoll Inc.) MillerKnoll performed strongly during the quarter, using robust free cash flow generation to pay down debt. While depressed commercial... | 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.