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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 | 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 → | |
| 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 → |
| Nov 28, 2025 | Fund Letter | Brian HirschmannHirschmann Capital | Newmont Corporation $NEM• NYSE | Metals & MiningMetals & Mining | Hirschmann Capital 2025 Q3 (NEM) I remain extremely bullish on our portfolio. Our gold mining... | 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.