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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 | Mohnish PabraiPabrai Wagons Fund | Noble Corp. $NE• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Pabrai Wagons Fund - NE We have 3 positions in U.S. offshore oil services. Offshore accounts for... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Haruki Toyama, Andy Romanowich, Rich EisingerMadison Mid Cap Fund | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Madison Mid Cap Fund - ANET The AI data center build out is also driving high revenue and backlog growth for Arista Networks' (ANET) advanced networking gear. We sold shares... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Matt Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | Multi-UtilitiesMulti-Utilities | Thornburg Equity Income Builder Fund - ENEL.MI Generates, distributes, and sells electricity and gas in Southern Europe & Latam. +10.0% in 1H... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mick Rasmussen, Derrick Tzau, Stuart RigbyWasatch Global Select Strategy | Hamilton Lane $HLNE• NASDAQ | Investment Banking & BrokerageCapital Markets | Wasatch Global Select Strategy - HLNE Additionally, Hamilton Lane, Inc. (HLNE) detracted from performance. Hamilton Lane is... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Miller/Howard Investments Inc.Miller Howard Investments Utilities Plus | NextEra Energy, Inc. $NEE• NYSE | Electric UtilitiesElectric Utilities | Miller Howard Investments Utilities Plus - NEE NextEra Energy (NEE) plans to acquire Dominion Energy (D) in an all-stock deal. If approved, it... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | SGA - U.S. Large Cap Growth - ANET We initiated a new position in Arista Networks, a high-performance networking company focused on software-driven cloud architectures for hyperscalers, cloud providers, and other high-performance computing environments. The company's core... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | SGA Global Growth - ANET We initiated a new position in Arista Networks, a high-performance networking company focused on software-driven cloud architectures for hyperscalers, cloud providers, and other high-performance computing environments. The company's core... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Timothy F. HarrisBBH Select Series - Mid Cap Fund | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | BBH Select Series Mid Cap Fund - ANET Arista returned 38.4% during the quarter, ending with a weight of 5.1%. Arista is the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | David M. PoppeGiverny Capital Asset Management | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Giverny Capital Asset Management - ANET Arista is the leading provider of networking equipment for hyperscale data centers. As AI traffic... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Christian RytherCurreen Capital | TriNet Group, Inc. $TNET• NASDAQ | Human Resource & Employment ServicesProfessional Services | Curreen Capital - TNET TriNet provides health insurance, payroll, and retirement accounts to small and mid-sized businesses. My view is... | NEUTRAL | View Pitch → |
| Sep 1, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | Food ProductsFood Products | Long NESN.SW (Nestlé S.A.) Nestlé ($NESN.SW) is the world's largest food and beverage conglomerate, owning dominant consumer brands across nutrition, coffee, pet care, and packaged foods. Broyhill expanded its... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Dr. Mathias SaggauMSA Capital | Distillers & VintnersBeverages | Long WINE.L (Naked Wines plc) Despite being a historically disappointing investment due to overambitious and undisciplined U.S. expansion during the pandemic, Naked Wines is showing clear signs of stabilization. Under new management,... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Samit Umatiya | Oil & Gas Equipment & ServicesEnergy Equipment & Services | Long NESR (National Energy Services Reunited Corp.) NESR is a leading MENA-focused oilfield services provider with deep local relationships and long-term, capacity-driven contracts with state-owned national oil companies. The company benefits... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Gresham House | Netcall plc $NET.L• LSE | -- | Long NET.L (Netcall plc) Netcall provides business process automation tools that are critical for helping organizations integrate new technologies like AI with legacy enterprise systems. The expansion of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Harris "Kuppy" KuppermanPraetorian Capital Management | Noble Corp. $NE• NYSE | Energy Equipment & ServicesEnergy Equipment & Services | Long NE (Noble Corp.) We own a collection of offshore services companies (drillships, jack-ups and OSVs), in the belief that offshore spending will increase in the future as a percentage of overall oilfield spending. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Conestoga Capital Advisors, LLCConestoga Mid Cap Composite | Neogen Corp. $NEOG• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Short NEOG (Neogen Corp.) The manager decided to exit the position in Neogen due to persistent integration issues with 3M's food safety business and frequent changes in leadership. These struggles have... | BEAR | View Pitch → |
| Aug 21, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | Hamilton Lane $HLNE• NASDAQ | Investment Banking & BrokerageCapital Markets | Long HLNE (Hamilton Lane, Inc.) Hamilton Lane's stock declined due to fears surrounding its exposure to the private credit market. The manager remains... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Capital Group | Nexa Resources S.A. $NEXA• NASDAQ | -- | Long NEXA (Nexa Resources S.A.) The manager trimmed Nexa Resources during a brief speculative silver surge in January but began rebuilding the position in mid-March. The ongoing investment... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | David M. PoppeGiverny Capital Asset Management | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Long ANET (Arista Networks, Inc.) Arista Networks declined 6.3% in the first quarter, acting as a minor drag on overall performance. The manager views... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | Industrial Machinery & Supplies & ComponentsMachinery | SVN Capital Fund - TRITURBINE.NS The company primarily makes under-100-megawatt (MW) industrial steam turbines, and it is one of the two largest players in the world in that power category. | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Fred MahonChurch House Human Capital | Application SoftwareSoftware | Long NEM.DE (Nemetschek SE) Nemetschek is a family-founded German software provider specializing in architectural and engineering design. Although the managers... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brent ClaytonSeafarer Overseas Value Fund | -- | Long PETRONET.NS (Petronet LNG Ltd.) An Indian LNG importer, Petronet faced direct operational disruptions and declared force majeure following similar actions from its Qatari supplier. While its near-term... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stephen E. GrantValue Line Small Cap Opportunities Fund | TriNet Group, Inc. $TNET• NASDAQ | Human Resource & Employment ServicesProfessional Services | Short TNET (TriNet Group, Inc.) TriNet Group was completely exited by the portfolio manager during the first quarter. Capital was harvested... | BEAR | View Pitch → |
| Aug 17, 2026 | Substack | scalpavelliSubstack (scalpavelli) | MaterialsMaterials | Sunday Market Prep (#18)Northern Star – NESRF Northern Star is an Australian gold major trading at over 14x forward earnings consensus. While the stock... | NEUTRAL | View Pitch → | |
| Aug 12, 2026 | Other | City Different Investments - Multi-Cap Core | Hamilton Lane $HLNE• NASDAQ | Investment Banking & BrokerageCapital Markets | City Different Investments – Multi-Cap Core – HLNE Hamilton Lane (HLNE) – New Purchase Hamilton Lane provides institutional investors and high-net-worth individuals with access to private markets. It offers advisory,... | BULL | View Pitch → |
| Aug 10, 2026 | Substack | shareholdersuniteSubstack (shareholdersunite) | SENESTECH INC $SNES• NASDAQ | Commodity ChemicalsChemicals | Weekly Update 34Senestech – SNES Senestech has undergone a significant turnaround under new management, with a successful reboot of its e-commerce strategy. The company has... | BULL | View Pitch → |
| Jul 16, 2026 | Fund Letter | Stephen Aboud, Marcus HughesLHC Capital | -- | Long TNE.AX (TechnologyOne Limited) TechnologyOne is an enterprise software provider delivering mission-critical enterprise resource planning (ERP) suites for government, higher education, and corporate entities. LHC Capital holds... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Larry and DavidEquity Management Associates | Newmont Corporation $NEM• NYSE | Metals & MiningMetals & Mining | PM Capital Australian Companies Fund 2025 Q4 (NEM US) Gold and copper positions again contributed meaningfully to performance, supported by higher commodity prices. Portfolio holdings Newmont... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Justin Bergner, CFAThe Gabelli Dividend Growth Fund | Newmont Corporation $NEM• NYSE | Metals & MiningMetals & Mining | The Gabelli Dividend Growth Fund 2025 Q4 (NEM) Newmont Corp. (3.6%) (NEM – $99.85 – NYSE) rose over 45% as gold prices surged on expectations of lower real rates and a softer dollar. The company is... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | David M. PoppeGiverny Capital Asset Management | Arista Networks, Inc. $ANET• NASDAQ | Technology Hardware, Storage & PeripheralsTechnology Hardware, Storage & Peripherals | Giverny Capital Asset Management 2025 Q4 (ANET) Arista Networks has been our best performing stock since inception, and 2025 was more of the same. It makes high-quality... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Cap | Commodity ChemicalsChemicals | The London Company Small Cap 2025 Q4 (NEU) NEU was a weaker performer as a softer global environment (mostly China's slowdown) pressured Petroleum Additives volumes and margins. The Specialty Materials... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Commodity ChemicalsChemicals | The London Company Large Cap 2025 Q4 (NEU) NewMarket Corporation (NEU) – NEU was a weaker performer as a softer global environment pressured Petroleum Additives volumes and margins and the Specialty Materials business had lumpy demand, which weighed on results. Lower oil prices... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company SMID Cap | Commodity ChemicalsChemicals | The London Company SMID Cap 2025 Q4 (NEU) NewMarket Corporation (NEU) – NEU was a weaker performer as a softer global environment (mostly China's slowdown) pressured Petroleum Additives volumes and margins. The Specialty Materials... | BEAR | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Small Cap Quality Growth Portfolio | StoneX Group Inc. $SNEX• NASDAQ | Investment Banking & BrokerageCapital Markets | Sawgrass Asset Management - Small Cap Quality Growth 2025 Q2 (SNEX) Technology slotted four names into the top 10 contributors to return and six sectors were represented overall. StoneX Group (SNEX)... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Maya Bittar, Dave GeislerMadison Sustainable Equity Fund | NextEra Energy, Inc. $NEE• NYSE | Electric UtilitiesElectric Utilities | Madison Sustainable Equity Fund 2025 Q2 (NEE) NextEra Energy's shares dipped late in the quarter due to concerns over a potential tax on wind and solar projects, which was ultimately excluded from legislation. Florida Power &... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Mid Cap | Commodity ChemicalsChemicals | The London Company Small-Mid Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) – NEU outperformed this quarter, fueled by strong AMPAC revenue growth from better volume and product mix, despite weaker Petroleum Additives results. The planned capacity... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brian CampbellThe London Company SMID Cap | Commodity ChemicalsChemicals | The London Company SMID Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) – NEU outperformed this quarter, fueled by strong AMPAC revenue growth from better volume and product mix, despite weaker Petroleum Additives results. The planned capacity... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | The London Company of Virginia, LLCThe London Company Small Cap | Commodity ChemicalsChemicals | The London Company Small Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) – NEU outperformed this quarter, fueled by strong AMPAC revenue growth from better volume and product mix, despite weaker Petroleum Additives results. The planned capacity... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brian CampbellThe London Company Large Cap | Commodity ChemicalsChemicals | The London Company Large Cap 2025 Q2 (NEU) NewMarket Corporation (NEU) - NEU has been a top performer this year driven by strong AMPAC revenue growth from improved volume and product mix, despite weaker Petroleum Additives performance. Its localized production... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brian A. Christiansen, David E. Levanson, Daniel PillingSands Capital Global Growth Fund | Cloudflare, Inc. $NET• NYSE | Application SoftwareSoftware | Sands Capital Global Growth Fund 2025 Q2 (NET) Cloudflare is an emerging network-as-a-service leader. The business reported... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Conestoga Capital Advisors, LLCConestoga Mid Cap Composite | Cloudflare, Inc. $NET• NYSE | Application SoftwareSoftware | Conestoga Mid Cap Composite 2025 Q2 (NET) 3. Cloudflare, Inc. (NET):... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | Cloudflare, Inc. $NET• NYSE | Application SoftwareSoftware | Carillon Eagle Mid Cap Growth Fund 2025 Q2 (NET) Cloudflare provides software and services to keep internet traffic safe and secure. Investors have responded... | BULL | View Pitch → |
| Dec 3, 2025 | Substack | Dave WatersAlluvial Capital Management | Seneca Foods Corp. $SENEA• NASDAQ | Food ProductsFood Products | Alluvial Capital Management 2025 Q2 (SENEA) Rounding out this quarter's winners is Seneca Foods. Seneca is emblematic... | BULL | View Pitch → |
| Dec 3, 2025 | Substack | Dave WatersAlluvial Capital Management | Talen Energy Corp. $TLNE• NASDAQ | -- | Alluvial Capital Management 2025 Q2 (TLNE) Talen Energy was the biggest contributor to this quarter's returns. In June, the... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | H. George Dai, Joshua D. BennettAlger Weatherbie Specialized Growth Fund | NeoGenomics Inc. $NEO• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Alger Weatherbie Specialized Growth Fund 2025 Q2 (NEO) NeoGenomics remains the leading pure-play provider of specialty oncology lab testing services, serving hospitals, oncologists, and pathologists. We believe the... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | H. George Dai, Joshua D. BennettAlger Weatherbie Specialized Growth Fund | Neogen Corp. $NEOG• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Alger Weatherbie Specialized Growth Fund 2025 Q2 (NEOG) Neogen develops, manufactures, and markets a diverse range of products dedicated to food and animal safety. Its Food Safety... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Amy ZhangAlger Small Cap Focus Fund | Neogen Corp. $NEOG• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Alger Small Cap Focus Fund 2025 Q2 (NEOG) Neogen develops, manufactures, and markets a diverse range of products dedicated to food and animal safety. Its Food Safety... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Amy ZhangAlger Mid Cap Focus Fund | Cloudflare, Inc. $NET• NYSE | Application SoftwareSoftware | Alger Mid Cap Focus Fund 2025 Q2 (NET) Cloudflare provides cloud-based security, performance optimization, and reliability solutions designed to enhance the speed, safety, and resilience of internet applications and websites worldwide. Its products include... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brandon BeyloMacro ops | New Pacific Metals Corp. $NEWP• NASDAQ | Metals & MiningMetals & Mining | Macro Ops 2025 Q3 (NEWP) New Pacific Metals operates three Bolivian projects—Silver Sand, Carangas, and Silverstrike—that could collectively become the world's second-largest silver production hub after Pan American Silver. With 40%+ IRRs... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brian CampbellThe London Company SMID Cap | Commodity ChemicalsChemicals | The London Company SMID Cap 2025 Q3 (NEU) NEU was a strong performer in the quarter, mainly due to three factors. First, low oil... | 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.