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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Desmond KinchOverseas Asset Management | MakeMyTrip $MMYT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long MMYT (MakeMyTrip) One reason why we focus on companies serving the burgeoning consumer is the following point which most investors seem to miss. | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Desmond KinchOverseas Asset Management | MakeMyTrip $MMYT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | OAM Asian Recovery Fund 2025 Q4 (MMYT) One reason why we focus on companies serving the burgeoning consumer is the following point which most investors seem to miss. Median annual household... | BULL | View Pitch → |
| Jan 30, 2026 | Fund Letter | Carlos von HardenbergMobius Capital Partners | MakeMyTrip $MMYT• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Mobius Capital Partners 2025 Q4 (MMYT) Founded in 2000, MakeMyTrip is the dominant Indian online travel agency across Air, Hotels and Bus, with app download share more than twice its nearest competitor. India's online travel... | 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.