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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 | Jordan McNameeOptimist Fund | Monday.com $MNDY• NASDAQ | Application SoftwareSoftware | Long MNDY (Monday.com) We maintained a position in Monday.com into 2026, believing management could execute against the objectives they had outlined in the fall of 2025. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Investment CommitteeTweedy, Browne International Value II | Monday.com $MNDY• NASDAQ | Application SoftwareSoftware | Long MNDY (Monday.com) Monday.com is an Israel-based leader in the workflow-management software space. | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Jordan McNameeOptimist Fund | Monday.com $MNDY• NASDAQ | Application SoftwareSoftware | Optimist Fund 2025 Q4 (MNDY) Monday.com – In November, Monday.com reported a mixed quarter, with revenue and free cash flow growing approximately 26% and 10% year over year, respectively. Enterprise performance continued... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Tim LiuMeditation Capital | Monday.com $MNDY• NASDAQ | Application SoftwareSoftware | Meditation Capital 2025 Q2 (MNDY) ” Recently, two software companies we've tracked for years and owned in the past, Monday.com and GitLab, fell from >11x NTM sales at peak earlier in the year to 7x then 5x sales, and at 5x we bought positions in both, as well as added to our existing position in Braze, which traded as low as 3x. Sometimes it's best... | 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.